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Ten Capital Wealth Advisors’s Apple AAPL Stock Holding History

Ten Capital Wealth Advisors’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
Q2 		$7.16M Buy
36,909
+22,297
+153% +$3.89M 2.08% 11
2023
Q1 		$2.41M Buy
14,612
+1,394
+11% +$206K 0.78% 18
2022
Q4 		$1.72M Buy
13,218
+1,345
+11% +$192K 0.69% 25
2022
Q3 		$1.64M Buy
11,873
+1,033
+10% +$162K 0.75% 26
2022
Q2 		$1.48M Sell
10,840
-290
-3% -$43.9K 0.64% 27
2022
Q1 		$1.94M Buy
11,130
+879
+9% +$148K 0.81% 26
2021
Q4 		$1.82M Buy
10,251
+700
+7% +$111K 0.74% 26
2021
Q3 		$1.35M Sell
9,551
-22,459
-70% -$3.31M 0.63% 27
2021
Q2 		$4.38M Sell
32,010
-1,499
-4% -$194K 0.99% 28
2021
Q1 		$4.09M Sell
33,509
-2,193
-6% -$281K 1% 28
2020
Q4 		$4.74M Sell
35,702
-615
-2% -$74K 1.32% 25
2020
Q3 		$4.21M Buy
+36,317
New +$3.96M 1.42% 25

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

Ten Capital Wealth Advisors's AAPL Position: Q2 2023 in Review

Ten Capital Wealth Advisors increased its Apple (AAPL) stake by 153% in Q2 2023, buying an estimated $3.89M and bringing the position to 36,909 shares worth $7.16M. The position accounts for 2.08% of the portfolio, ranked #11.

Ten Capital Wealth Advisors first reported a position in AAPL in Q3 2020 and has held it in 12 quarters since. 4,586 funds tracked by Wall St. Rank hold AAPL as of Q2 2023.

  • Ten Capital Wealth Advisors held 36,909 shares of Apple worth $7.16M as of Q2 2023.
  • Ten Capital Wealth Advisors bought 22,297 Apple shares in Q2 2023, an estimated $3.89M.
  • Apple made up 2.08% of Ten Capital Wealth Advisors's portfolio in Q2 2023, its #11 holding.
  • Ten Capital Wealth Advisors first reported a position in Apple in Q3 2020 and has held it in 12 quarters since.
  • 4,586 funds tracked by Wall St. Rank held Apple as of Q2 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q2 2023, filed 31 Jul 2023.