Tiedemann Advisors’s Apple AAPL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $27.2M | Buy |
158,695
+2,551
| +2% | +$468K | 1.16% | 13 |
|
|
2023
Q2 | $30.3M | Buy |
156,144
+29,257
| +23% | +$5.1M | 1.29% | 12 |
|
|
2023
Q1 | $20.9M | Buy |
126,887
+14,661
| +13% | +$2.16M | 0.95% | 17 |
|
|
2022
Q4 | $14.6M | Buy |
112,226
+2,338
| +2% | +$334K | 0.7% | 21 |
|
|
2022
Q3 | $15.2M | Sell |
109,888
-7,581
| -6% | -$1.19M | 0.92% | 18 |
|
|
2022
Q2 | $16.1M | Sell |
117,469
-48,036
| -29% | -$7.27M | 1.21% | 16 |
|
|
2022
Q1 | $28.9M | Sell |
165,505
-76
| -0% | -$12.8K | 1.47% | 12 |
|
|
2021
Q4 | $29.4M | Sell |
165,581
-4,337
| -3% | -$685K | 1.43% | 13 |
|
|
2021
Q3 | $24M | Sell |
169,918
-80,563
| -32% | -$11.9M | 1.28% | 14 |
|
|
2021
Q2 | $34.3M | Buy |
250,481
+4,532
| +2% | +$587K | 1.37% | 13 |
|
|
2021
Q1 | $30M | Buy |
245,949
+16,739
| +7% | +$2.15M | 1.32% | 13 |
|
|
2020
Q4 | $30.4M | Sell |
229,210
-21,188
| -8% | -$2.55M | 1.47% | 12 |
|
|
2020
Q3 | $29M | Sell |
250,398
-5,526
| -2% | -$603K | 1.4% | 12 |
|
|
2020
Q2 | $23.3M | Buy |
255,924
+592
| +0.2% | +$45.9K | 1.24% | 13 |
|
|
2020
Q1 | $16.2M | Sell |
255,332
-728
| -0.3% | -$53.5K | 1.05% | 20 |
|
|
2019
Q4 | $18.8M | Sell |
256,060
-19,828
| -7% | -$1.28M | 0.9% | 28 |
|
|
2019
Q3 | $15.4M | Buy |
275,888
+26,672
| +11% | +$1.39M | 0.74% | 32 |
|
|
2019
Q2 | $12.3M | Sell |
249,216
-170,884
| -41% | -$8.33M | 0.62% | 37 |
|
|
2019
Q1 | $19.9M | Buy |
420,100
+3,912
| +0.9% | +$166K | 0.94% | 23 |
|
|
2018
Q4 | $16.4M | Buy |
416,188
+158,276
| +61% | +$7.67M | 0.84% | 32 |
|
|
2018
Q3 | $14.6M | Buy |
257,912
+25,812
| +11% | +$1.34M | 0.86% | 29 |
|
|
2018
Q2 | $10.7M | Sell |
232,100
-6,496
| -3% | -$295K | 0.69% | 35 |
|
|
2018
Q1 | $10M | Buy |
238,596
+72,068
| +43% | +$3.1M | 0.68% | 34 |
|
|
2017
Q4 | $7.05M | Sell |
166,528
-142,144
| -46% | -$5.94M | 0.54% | 40 |
|
|
2017
Q3 | $9.51M | Sell |
308,672
-122,000
| -28% | -$4.73M | 0.85% | 23 |
|
|
2017
Q2 | $15.5M | Buy |
430,672
+20,680
| +5% | +$765K | 1.13% | 16 |
|
|
2017
Q1 | $14.7M | Buy |
409,992
+17,484
| +4% | +$576K | 1.24% | 17 |
|
|
2016
Q4 | $11.4M | Buy |
392,508
+237,844
| +154% | +$6.74M | 1.13% | 18 |
|
|
2016
Q3 | $4.56M | Buy |
154,664
+136,780
| +765% | +$3.62M | 0.95% | 16 |
|
|
2016
Q2 | $427K | Buy |
17,884
+8
| +0% | +$199 | 0.41% | 41 |
|
|
2016
Q1 | $487K | Buy |
17,876
+40
| +0.2% | +$997 | 0.39% | 40 |
|
|
2015
Q4 | $457K | Buy |
+17,836
| New | +$510K | 0.18% | 43 |
|
Other funds holding AAPL
Tiedemann Advisors's AAPL Position: Q3 2023 in Review
Tiedemann Advisors increased its Apple (AAPL) stake by 1.6% in Q3 2023, buying an estimated $468K and bringing the position to 158,695 shares worth $27.2M. The position accounts for 1.16% of the portfolio, ranked #13.
Tiedemann Advisors first reported a position in AAPL in Q4 2015 and has held it in 32 quarters since. The position peaked at $34.3M in Q2 2021. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.
- Tiedemann Advisors held 158,695 shares of Apple worth $27.2M as of Q3 2023.
- Tiedemann Advisors bought 2,551 Apple shares in Q3 2023, an estimated $468K.
- Apple made up 1.16% of Tiedemann Advisors's portfolio in Q3 2023, its #13 holding.
- Tiedemann Advisors first reported a position in Apple in Q4 2015 and has held it in 32 quarters since.
- Tiedemann Advisors's Apple position peaked at $34.3M in Q2 2021.
- 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.
Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.