V Wealth Advisors’s Apple AAPL Stock Holding History

V 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
2021 Q4	–	Sell	-1,100	Closed	-$156K	–	456
2021 Q3	$156K	Buy	+1,100	New	+$162K	0.02%	464

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

V Wealth Advisors's AAPL Position: Q3 2023 in Review

V Wealth Advisors reduced its Apple (AAPL) stake by 72% in Q3 2023, selling an estimated $27M and leaving 57,848 shares worth $9.9M. The position accounts for 7.93% of the portfolio, ranked #2.

V Wealth Advisors first reported a position in AAPL in Q1 2016 and has held it in 30 quarters since. The position peaked at $39.8M in Q2 2023. 4,604 funds tracked by Wall St. Rank hold AAPL as of Q3 2023.

V Wealth Advisors held 57,848 shares of Apple worth $9.9M as of Q3 2023.
V Wealth Advisors sold 147,276 Apple shares in Q3 2023, an estimated $27M.
Apple made up 7.93% of V Wealth Advisors's portfolio in Q3 2023, its #2 holding.
V Wealth Advisors first reported a position in Apple in Q1 2016 and has held it in 30 quarters since.
V Wealth Advisors's Apple position peaked at $39.8M in Q2 2023.
4,604 funds tracked by Wall St. Rank held Apple as of Q3 2023.

Based on V Wealth Advisors's 13F filing for Q3 2023, filed 15 Nov 2023.