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Viridian RIA’s Apple AAPL Stock Holding History

Viridian RIA’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
2022
Q1 		$5.28M Buy
30,260
+597
+2% +$100K 1.23% 17
2021
Q4 		$5.27M Sell
29,663
-501
-2% -$79.2K 1.11% 19
2021
Q3 		$283 Sell
30,164
-1,705
-5% -$251K 0.07% 13
2021
Q2 		$4.37M Sell
31,869
-4,052
-11% -$525K 1% 19
2021
Q1 		$4.39M Buy
35,921
+587
+2% +$75.3K 1.1% 20
2020
Q4 		$4.69M Buy
35,334
+16,416
+87% +$1.97M 1.3% 16
2020
Q3 		$2.19M Buy
18,918
+50
+0.3% +$5.46K 0.73% 30
2020
Q2 		$1.72M Buy
18,868
+3,868
+26% +$300K 0.62% 31
2020
Q1 		$953K Sell
15,000
-1,624
-10% -$119K 0.43% 35
2019
Q4 		$1.22M Buy
16,624
+7,000
+73% +$450K 0.44% 35
2019
Q3 		$539K Sell
9,624
-292
-3% -$15.3K 0.22% 46
2019
Q2 		$488K Sell
9,916
-8,448
-46% -$412K 0.2% 48
2019
Q1 		$877K Buy
18,364
+920
+5% +$39K 0.39% 37
2018
Q4 		$669K Buy
17,444
+5,296
+44% +$257K 0.33% 40
2018
Q3 		$675K Sell
12,148
-440
-3% -$22.9K 0.3% 42
2018
Q2 		$593K Buy
12,588
+520
+4% +$23.6K 0.29% 33
2018
Q1 		$525K Buy
+12,068
New +$520K 0.25% 36

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
WA
WestEnd Advisors Charlotte, North Carolina $4.49B AUM 19.44% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Viridian RIA's AAPL Position: Q1 2022 in Review

Viridian RIA increased its Apple (AAPL) stake by 2% in Q1 2022, buying an estimated $100K and bringing the position to 30,260 shares worth $5.28M. The position accounts for 1.23% of the portfolio, ranked #17.

Viridian RIA first reported a position in AAPL in Q1 2018 and has held it in 17 quarters since. 4,379 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Viridian RIA held 30,260 shares of Apple worth $5.28M as of Q1 2022.
  • Viridian RIA bought 597 Apple shares in Q1 2022, an estimated $100K.
  • Apple made up 1.23% of Viridian RIA's portfolio in Q1 2022, its #17 holding.
  • Viridian RIA first reported a position in Apple in Q1 2018 and has held it in 17 quarters since.
  • 4,379 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Viridian RIA's 13F filing for Q1 2022, filed 26 Apr 2022.