TWP
AAPL icon

Treybourne Wealth Planners’s Apple AAPL Stock Holding History

Treybourne Wealth Planners’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
2021
Q2 		$1.04M Buy
7,562
+56
+0.7% +$7.26K 0.64% 17
2021
Q1 		$917K Buy
7,506
+1,105
+17% +$142K 0.64% 16
2020
Q4 		$849K Buy
+6,401
New +$770K 0.61% 19

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Treybourne Wealth Planners's AAPL Position: Q2 2021 in Review

Treybourne Wealth Planners increased its Apple (AAPL) stake by 0.75% in Q2 2021, buying an estimated $7.26K and bringing the position to 7,562 shares worth $1.04M. The position accounts for 0.64% of the portfolio, ranked #17.

Treybourne Wealth Planners first reported a position in AAPL in Q4 2020 and has held it in 3 quarters since. 3,861 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Treybourne Wealth Planners held 7,562 shares of Apple worth $1.04M as of Q2 2021.
  • Treybourne Wealth Planners bought 56 Apple shares in Q2 2021, an estimated $7.26K.
  • Apple made up 0.64% of Treybourne Wealth Planners's portfolio in Q2 2021, its #17 holding.
  • Treybourne Wealth Planners first reported a position in Apple in Q4 2020 and has held it in 3 quarters since.
  • 3,861 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Treybourne Wealth Planners's 13F filing for Q2 2021, filed 29 Jul 2021.