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Triad Financial Advisors’s Apple AAPL Stock Holding History

Triad Financial 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
Q3 		$8.92M Buy
52,092
+1,292
+3% +$237K 3.14% 9
2023
Q2 		$9.85M Sell
50,800
-605
-1% -$105K 4.05% 7
2023
Q1 		$8.48M Sell
51,405
-1,994
-4% -$294K 3.69% 7
2022
Q4 		$6.94M Buy
53,399
+302
+0.6% +$43.2K 3.09% 8
2022
Q3 		$7.34M Buy
53,097
+267
+0.5% +$41.9K 3.99% 5
2022
Q2 		$7.22M Sell
52,830
-262
-0.5% -$39.7K 4% 5
2022
Q1 		$9.27M Sell
53,092
-9,788
-16% -$1.65M 4.96% 5
2021
Q4 		$11.2M Buy
+62,880
New +$9.94M 6.63% 3

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

Triad Financial Advisors's AAPL Position: Q3 2023 in Review

Triad Financial Advisors increased its Apple (AAPL) stake by 2.5% in Q3 2023, buying an estimated $237K and bringing the position to 52,092 shares worth $8.92M. The position accounts for 3.14% of the portfolio, ranked #9.

Triad Financial Advisors first reported a position in AAPL in Q4 2021 and has held it in 8 quarters since. The position peaked at $11.2M in Q4 2021. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

  • Triad Financial Advisors held 52,092 shares of Apple worth $8.92M as of Q3 2023.
  • Triad Financial Advisors bought 1,292 Apple shares in Q3 2023, an estimated $237K.
  • Apple made up 3.14% of Triad Financial Advisors's portfolio in Q3 2023, its #9 holding.
  • Triad Financial Advisors first reported a position in Apple in Q4 2021 and has held it in 8 quarters since.
  • Triad Financial Advisors's Apple position peaked at $11.2M in Q4 2021.
  • 4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on Triad Financial Advisors's 13F filing for Q3 2023, filed 2 Nov 2023.