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Southern Wealth Management’s Apple AAPL Stock Holding History

Southern Wealth Management’s Portfolio AAPL Stock Details AAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,800
Closed -$529K – 53
2020
Q2 		$529K Buy
5,800
+460
+9% +$35.6K 0.1% 42
2020
Q1 		$340K Sell
5,340
-1,380
-21% -$101K 0.07% 43
2019
Q4 		$493K Buy
+6,720
New +$432K 0.09% 42

Other funds holding AAPL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Southern Wealth Management's AAPL Position: Q3 2020 in Review

Southern Wealth Management sold out of Apple (AAPL) in Q3 2020, closing a stake of 5,800 shares — an estimated $529K sold.

Southern Wealth Management first reported a position in AAPL in Q4 2019 and held it in 3 quarters. The position peaked at $529K in Q2 2020. 3,448 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

  • Southern Wealth Management reported no remaining Apple position as of Q3 2020 after selling out during the quarter.
  • Southern Wealth Management sold 5,800 Apple shares in Q3 2020, an estimated $529K.
  • Southern Wealth Management first reported a position in Apple in Q4 2019 and held it in 3 quarters.
  • Southern Wealth Management's Apple position peaked at $529K in Q2 2020.
  • 3,448 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Southern Wealth Management's 13F filing for Q3 2020, filed 25 Nov 2020.