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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wealth Alliance's APTV Position: Q1 2024 in Review

Wealth Alliance sold out of Aptiv (APTV) in Q1 2024, closing a stake of 3,231 shares — an estimated $290K sold.

Wealth Alliance first reported a position in APTV in Q1 2021 and held it in 10 quarters. The position peaked at $488K in Q1 2023. 744 funds tracked by Wall St. Rank hold APTV as of Q1 2024.

  • Wealth Alliance reported no remaining Aptiv position as of Q1 2024 after selling out during the quarter.
  • Wealth Alliance sold 3,231 Aptiv shares in Q1 2024, an estimated $290K.
  • Wealth Alliance first reported a position in Aptiv in Q1 2021 and held it in 10 quarters.
  • Wealth Alliance's Aptiv position peaked at $488K in Q1 2023.
  • 744 funds tracked by Wall St. Rank held Aptiv as of Q1 2024.

Based on Wealth Alliance's 13F filing for Q1 2024, filed 10 May 2024.