Wealth Alliance’s Aptiv APTV Stock Holding History

Wealth Alliance’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
2024 Q1	–	Sell	-3,231	Closed	-$290K	–	518
2023 Q4	$290K	Sell	3,231 -378	-10%	-$32.5K	0.04%	388
2023 Q3	$356K	Sell	3,609 -301	-8%	-$31.1K	0.06%	303
2023 Q2	$399K	Sell	3,910 -444	-10%	-$43.9K	0.06%	297
2023 Q1	$488K	Buy	4,354 +413	+10%	+$45.6K	0.08%	243
2022 Q4	$367K	Buy	+3,941	New	+$375K	0.07%	292
2022 Q2	–	Sell	-2,456	Closed	-$294K	–	445
2022 Q1	$294K	Sell	2,456 -9	-0.4%	-$1.2K	0.06%	329
2021 Q4	$407K	Buy	2,465 +217	+10%	+$36.2K	0.08%	274
2021 Q3	$335K	Buy	2,248 +289	+15%	+$45K	0.08%	294
2021 Q2	$308K	Buy	1,959 +356	+22%	+$52.2K	0.07%	318
2021 Q1	$221K	Buy	+1,603	New	+$233K	0.06%	361

Other funds holding APTV

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

AllianceBernstein

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Impax Asset Management Group

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Geode Capital Management

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return