TWP
AAPL icon

TFO Wealth Partners’s Apple AAPL Stock Holding History

TFO Wealth Partners’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
Q4 		– Sell
-922
Closed -$215K – 11
2024
Q3 		$215K Buy
+922
New +$206K 0.04% 35
2024
Q2 		– Sell
-366
Closed -$62.8K – 54
2024
Q1 		$62.8K Sell
366
-654
-64% -$119K 0.01% 51
2023
Q4 		$196K Sell
1,020
-1,402
-58% -$259K 0.04% 35
2023
Q3 		$470K Buy
2,422
+1,252
+107% +$230K 0.1% 30
2023
Q2 		$227K Sell
1,170
-4,041
-78% -$704K 0.05% 41
2023
Q1 		$859K Buy
5,211
+5,205
+86,750% +$768K 0.19% 23
2022
Q4 		$383 Sell
6
-8,257
-100% -$1.18M ﹤0.01% 520
2022
Q3 		$1.14M Buy
8,263
+430
+5% +$67.5K 0.29% 20
2022
Q2 		$1.07M Sell
7,833
-109
-1% -$16.5K 0.24% 22
2022
Q1 		$1.39M Buy
7,942
+5,550
+232% +$933K 0.27% 19
2021
Q4 		$420K Sell
2,392
-5,055
-68% -$799K 0.08% 26
2021
Q3 		$1.05M Buy
7,447
+4,551
+157% +$670K 0.21% 20
2021
Q2 		$395K Sell
2,896
-4,378
-60% -$567K 0.08% 22
2021
Q1 		$889K Buy
7,274
+2,563
+54% +$329K 0.27% 17
2020
Q4 		$625K Sell
4,711
-3,830
-45% -$461K 0.2% 19
2020
Q3 		$989K Sell
8,541
-135
-2% -$14.7K 0.38% 13
2020
Q2 		$791K Sell
8,676
-18,140
-68% -$1.41M 0.31% 14
2020
Q1 		$1.7M Buy
26,816
+9,012
+51% +$663K 0.73% 13
2019
Q4 		$1.31M Buy
+17,804
New +$1.15M 1.2% 11

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
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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

TFO Wealth Partners's AAPL Position: Q4 2024 in Review

TFO Wealth Partners sold out of Apple (AAPL) in Q4 2024, closing a stake of 922 shares — an estimated $215K sold.

TFO Wealth Partners first reported a position in AAPL in Q4 2019 and held it in 19 quarters. The position peaked at $1.7M in Q1 2020. 5,654 funds tracked by Wall St. Rank hold AAPL as of Q4 2024.

  • TFO Wealth Partners reported no remaining Apple position as of Q4 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 922 Apple shares in Q4 2024, an estimated $215K.
  • TFO Wealth Partners first reported a position in Apple in Q4 2019 and held it in 19 quarters.
  • TFO Wealth Partners's Apple position peaked at $1.7M in Q1 2020.
  • 5,654 funds tracked by Wall St. Rank held Apple as of Q4 2024.

Based on TFO Wealth Partners's 13F filing for Q4 2024, filed 7 Feb 2025.