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TD Ameritrade Investment Management’s Apple AAPL Stock Holding History

TD Ameritrade Investment 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
2023
Q3 		– Sell
-2,110
Closed -$409K – 2
2023
Q2 		$409K Sell
2,110
-389
-16% -$67.8K ﹤0.01% 125
2023
Q1 		$412K Sell
2,499
-555
-18% -$81.9K ﹤0.01% 129
2022
Q4 		$397K Sell
3,054
-703
-19% -$100K ﹤0.01% 147
2022
Q3 		$519K Sell
3,757
-606
-14% -$95.1K 0.01% 137
2022
Q2 		$596K Sell
4,363
-964
-18% -$146K 0.01% 142
2022
Q1 		$930K Buy
5,327
+167
+3% +$28.1K 0.01% 139
2021
Q4 		$916K Buy
5,160
+1,792
+53% +$283K 0.01% 134
2021
Q3 		$390K Sell
3,368
-1,749
-34% -$257K ﹤0.01% 174
2021
Q2 		$701K Buy
5,117
+300
+6% +$38.9K 0.01% 140
2021
Q1 		$639K Hold
4,817
– – ﹤0.01% 135
2020
Q4 		$639K Buy
4,817
+1,449
+43% +$174K ﹤0.01% 135
2020
Q3 		$390K Buy
3,368
+1,260
+60% +$137K ﹤0.01% 174
2020
Q2 		$192K Sell
2,108
-2,804
-57% -$217K ﹤0.01% 208
2020
Q1 		$312K Buy
4,912
+212
+5% +$15.6K ﹤0.01% 181
2019
Q4 		$345K Sell
4,700
-300
-6% -$19.3K ﹤0.01% 180
2019
Q3 		$280K Buy
5,000
+1,712
+52% +$89.5K ﹤0.01% 179
2019
Q2 		$163K Sell
3,288
-3,776
-53% -$184K ﹤0.01% 188
2019
Q1 		$335K Buy
7,064
+3,612
+105% +$153K ﹤0.01% 157
2018
Q4 		$136K Sell
3,452
-6,280
-65% -$304K ﹤0.01% 175
2018
Q3 		$549K Buy
9,732
+7,912
+435% +$412K ﹤0.01% 101
2018
Q2 		$84K Buy
+1,820
New +$82.5K ﹤0.01% 114

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

TD Ameritrade Investment Management's AAPL Position: Q3 2023 in Review

TD Ameritrade Investment Management sold out of Apple (AAPL) in Q3 2023, closing a stake of 2,110 shares — an estimated $409K sold.

TD Ameritrade Investment Management first reported a position in AAPL in Q2 2018 and held it in 21 quarters. The position peaked at $930K in Q1 2022. 4,605 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • TD Ameritrade Investment Management reported no remaining Apple position as of Q3 2023 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 2,110 Apple shares in Q3 2023, an estimated $409K.
  • TD Ameritrade Investment Management first reported a position in Apple in Q2 2018 and held it in 21 quarters.
  • TD Ameritrade Investment Management's Apple position peaked at $930K in Q1 2022.
  • 4,605 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on TD Ameritrade Investment Management's 13F filing for Q3 2023.