SYSTM Wealth Solutions’s Apple AAPL Stock Holding History

SYSTM Wealth Solutions’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
2024 Q3	$5.59K	Sell	24 -34,681	-100%	-$7.74M	0.17%	39
2024 Q2	$7.31M	Sell	34,705 -17,188	-33%	-$3.21M	1.63%	10
2024 Q1	$8.9M	Sell	51,893 -6,822	-12%	-$1.24M	1.12%	11
2023 Q4	$11.3M	Sell	58,715 -337	-0.6%	-$62.2K	1.57%	6
2023 Q3	$10.1M	Sell	59,052 -8,489	-13%	-$1.56M	1.55%	6
2023 Q2	$13.1M	Buy	67,541 +13,939	+26%	+$2.43M	1.77%	3
2023 Q1	$8.84M	Sell	53,602 -12,353	-19%	-$1.82M	1.36%	8
2022 Q4	$8.57M	Buy	+65,955	New	+$9.43M	1.07%	12

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SYSTM Wealth Solutions's AAPL Position: Q3 2024 in Review

SYSTM Wealth Solutions reduced its Apple (AAPL) stake by 100% in Q3 2024, selling an estimated $7.74M and leaving 24 shares worth $5.59K. The position accounts for 0.17% of the portfolio, ranked #39.

SYSTM Wealth Solutions first reported a position in AAPL in Q4 2022 and has held it in 8 quarters since. The position peaked at $13.1M in Q2 2023. 5,088 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

SYSTM Wealth Solutions held 24 shares of Apple worth $5.59K as of Q3 2024.
SYSTM Wealth Solutions sold 34,681 Apple shares in Q3 2024, an estimated $7.74M.
Apple made up 0.17% of SYSTM Wealth Solutions's portfolio in Q3 2024, its #39 holding.
SYSTM Wealth Solutions first reported a position in Apple in Q4 2022 and has held it in 8 quarters since.
SYSTM Wealth Solutions's Apple position peaked at $13.1M in Q2 2023.
5,088 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.