Vahanian & Associates Financial Planning’s Apple AAPL Stock Holding History

Vahanian & Associates Financial Planning’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 Q4	$3.69M	Sell	19,166 -2,145	-10%	-$396K	14.59%	1
2023 Q3	$3.65M	Buy	21,311 +1,580	+8%	+$290K	11.72%	1
2023 Q2	$3.83M	Hold	19,731	–	–	12.1%	1
2023 Q1	$3.25M	Sell	19,731 -878	-4%	-$130K	9.03%	1
2022 Q4	$2.68M	Sell	20,609 -90	-0.4%	-$12.9K	8.76%	1
2022 Q3	$2.86M	Sell	20,699 -270	-1%	-$42.4K	9.85%	1
2022 Q2	$2.87M	Sell	20,969 -2,945	-12%	-$446K	12.33%	1
2022 Q1	$4.18M	Sell	23,914 -18,269	-43%	-$3.07M	9.65%	1
2021 Q4	$7.49M	Buy	+42,183	New	+$6.67M	6.04%	1

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

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

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Vahanian & Associates Financial Planning's AAPL Position: Q4 2023 in Review

Vahanian & Associates Financial Planning reduced its Apple (AAPL) stake by 10% in Q4 2023, selling an estimated $396K and leaving 19,166 shares worth $3.69M. The position accounts for 14.59% of the portfolio, ranked #1.

Vahanian & Associates Financial Planning first reported a position in AAPL in Q4 2021 and has held it in 9 quarters since. The position peaked at $7.49M in Q4 2021. 4,965 funds tracked by Wall St. Rank hold AAPL as of Q4 2023.

Vahanian & Associates Financial Planning held 19,166 shares of Apple worth $3.69M as of Q4 2023.
Vahanian & Associates Financial Planning sold 2,145 Apple shares in Q4 2023, an estimated $396K.
Apple made up 14.59% of Vahanian & Associates Financial Planning's portfolio in Q4 2023, its #1 holding.
Vahanian & Associates Financial Planning first reported a position in Apple in Q4 2021 and has held it in 9 quarters since.
Vahanian & Associates Financial Planning's Apple position peaked at $7.49M in Q4 2021.
4,965 funds tracked by Wall St. Rank held Apple as of Q4 2023.

Based on Vahanian & Associates Financial Planning's 13F filing for Q4 2023, filed 25 Jan 2024.