Waldron Private Wealth’s Aptiv APTV Stock Holding History

Waldron Private Wealth’s Portfolio APTV Stock Details APTV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-2,432	Closed	-$273K	–	383
2023 Q1	$273K	Buy	+2,432	New	+$268K	0.01%	337
2022 Q2	–	Sell	-1,931	Closed	-$231K	–	385
2022 Q1	$231K	Buy	1,931 +58	+3%	+$7.72K	0.01%	363
2021 Q4	$308K	Buy	1,873 +217	+13%	+$36.2K	0.02%	306
2021 Q3	$246K	Buy	+1,656	New	+$258K	0.01%	316

Other funds holding APTV

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Waldron Private Wealth's APTV Position: Q2 2023 in Review

Waldron Private Wealth sold out of Aptiv (APTV) in Q2 2023, closing a stake of 2,432 shares — an estimated $273K sold.

Waldron Private Wealth first reported a position in APTV in Q3 2021 and held it in 4 quarters. The position peaked at $308K in Q4 2021. 734 funds tracked by Wall St. Rank hold APTV as of Q2 2023.

Waldron Private Wealth reported no remaining Aptiv position as of Q2 2023 after selling out during the quarter.
Waldron Private Wealth sold 2,432 Aptiv shares in Q2 2023, an estimated $273K.
Waldron Private Wealth first reported a position in Aptiv in Q3 2021 and held it in 4 quarters.
Waldron Private Wealth's Aptiv position peaked at $308K in Q4 2021.
734 funds tracked by Wall St. Rank held Aptiv as of Q2 2023.

Based on Waldron Private Wealth's 13F filing for Q2 2023, filed 7 Aug 2023.