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Vontobel Swiss Wealth Advisors’s Apple AAPL Stock Holding History

Vontobel Swiss 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
Q2 		$10.3M Buy
76,769
+6,355
+9% +$823K 5.32% 1
2021
Q1 		$8.6M Buy
70,414
+2,062
+3% +$265K 4.8% 4
2020
Q4 		$9.07M Sell
68,352
-113
-0.2% -$13.6K 5.16% 3
2020
Q3 		$7.8M Sell
68,465
-21,211
-24% -$2.31M 5.45% 1
2020
Q2 		$8.18M Buy
89,676
+1,384
+2% +$107K 5.37% 1
2020
Q1 		$5.61M Sell
88,292
-32,452
-27% -$2.39M 4.27% 1
2019
Q4 		$8.86M Sell
120,744
-4,200
-3% -$270K 5.8% 1
2019
Q3 		$7M Sell
124,944
-10,340
-8% -$541K 4.51% 2
2019
Q2 		$6.69M Buy
135,284
+60,592
+81% +$2.95M 3.59% 2
2019
Q1 		$3.51M Buy
74,692
+40,836
+121% +$1.73M 3.81% 5
2018
Q4 		$1.33M Buy
33,856
+400
+1% +$19.4K 0.99% 36
2018
Q3 		$1.89M Sell
33,456
-9,056
-21% -$472K 1.11% 31
2018
Q2 		$1.97M Sell
42,512
-1,936
-4% -$87.8K 1.12% 27
2018
Q1 		$1.86M Sell
44,448
-1,780
-4% -$76.6K 0.98% 32
2017
Q4 		$1.96M Sell
46,228
-5,200
-10% -$217K 1.15% 29
2017
Q3 		$1.96M Sell
51,428
-9,480
-16% -$368K 1.2% 27
2017
Q2 		$2.19M Sell
60,908
-288
-0.5% -$10.6K 1.39% 18
2017
Q1 		$2.2M Sell
61,196
-36,856
-38% -$1.21M 1.19% 22
2016
Q4 		$2.84M Sell
98,052
-46,576
-32% -$1.32M 1.74% 20
2016
Q3 		$4.09M Sell
144,628
-38,136
-21% -$1.01M 2.19% 16
2016
Q2 		$3.93M Buy
182,764
+27,068
+17% +$673K 2.33% 12
2016
Q1 		$4.24M Buy
155,696
+11,688
+8% +$291K 2.26% 13
2015
Q4 		$3.79M Buy
144,008
+19,120
+15% +$546K 2.23% 18
2015
Q3 		$3.37M Buy
124,888
+65,456
+110% +$1.92M 2.31% 20
2015
Q2 		$1.67M Buy
59,432
+13,384
+29% +$428K 1.12% 30
2015
Q1 		$1.43M Sell
46,048
-59,260
-56% -$1.79M 0.97% 31
2014
Q4 		$2.91M Buy
+105,308
New +$2.87M 2.12% 18

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 $4.49B AUM 19.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's AAPL Position: Q2 2021 in Review

Vontobel Swiss Wealth Advisors increased its Apple (AAPL) stake by 9% in Q2 2021, buying an estimated $823K and bringing the position to 76,769 shares worth $10.3M. The position accounts for 5.32% of the portfolio, ranked #1.

Vontobel Swiss Wealth Advisors first reported a position in AAPL in Q4 2014 and has held it in 27 quarters since. 3,861 funds tracked by Wall St. Rank hold AAPL as of Q2 2021.

  • Vontobel Swiss Wealth Advisors held 76,769 shares of Apple worth $10.3M as of Q2 2021.
  • Vontobel Swiss Wealth Advisors bought 6,355 Apple shares in Q2 2021, an estimated $823K.
  • Apple made up 5.32% of Vontobel Swiss Wealth Advisors's portfolio in Q2 2021, its #1 holding.
  • Vontobel Swiss Wealth Advisors first reported a position in Apple in Q4 2014 and has held it in 27 quarters since.
  • 3,861 funds tracked by Wall St. Rank held Apple as of Q2 2021.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.