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Wealthfront’s Apple AAPL Stock Holding History

Wealthfront’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
2018
Q3 		$50.7M Buy
898,504
+42,872
+5% +$2.23M 0.49% 20
2018
Q2 		$39.6M Sell
855,632
-31,064
-4% -$1.41M 0.4% 21
2018
Q1 		$37.2M Sell
886,696
-19,296
-2% -$831K 0.38% 21
2017
Q4 		$38.3M Buy
905,992
+25,576
+3% +$1.07M 0.43% 22
2017
Q3 		$33.9M Buy
880,416
+25,860
+3% +$1M 0.44% 21
2017
Q2 		$30.8M Buy
854,556
+98,548
+13% +$3.64M 0.46% 20
2017
Q1 		$27.2M Buy
756,008
+351,936
+87% +$11.6M 0.48% 20
2016
Q4 		$11.7M Sell
404,072
-11,744
-3% -$333K 0.26% 23
2016
Q3 		$11.8M Buy
415,816
+156,696
+60% +$4.15M 0.28% 22
2016
Q2 		$6.19M Sell
259,120
-94,348
-27% -$2.34M 0.17% 29
2016
Q1 		$9.63M Buy
353,468
+179,896
+104% +$4.48M 0.3% 23
2015
Q4 		$4.57M Sell
173,572
-166,604
-49% -$4.76M 0.16% 28
2015
Q3 		$9.38M Buy
340,176
+125,604
+59% +$3.68M 0.38% 21
2015
Q2 		$6.73M Buy
214,572
+55,768
+35% +$1.78M 0.28% 21
2015
Q1 		$4.94M Buy
158,804
+19,516
+14% +$589K 0.24% 20
2014
Q4 		$3.84M Buy
139,288
+27,064
+24% +$736K 0.22% 21
2014
Q3 		$2.83M Buy
112,224
+29,036
+35% +$713K 0.2% 22
2014
Q2 		$1.96M Buy
83,188
+32,172
+63% +$685K 0.17% 16
2014
Q1 		$987K Buy
+51,016
New +$970K 0.12% 16

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthfront's AAPL Position: Q3 2018 in Review

Wealthfront increased its Apple (AAPL) stake by 5% in Q3 2018, buying an estimated $2.23M and bringing the position to 898,504 shares worth $50.7M. The position accounts for 0.49% of the portfolio, ranked #20.

Wealthfront first reported a position in AAPL in Q1 2014 and has held it in 19 quarters since. 2,832 funds tracked by Wall St. Rank hold AAPL as of Q3 2018.

  • Wealthfront held 898,504 shares of Apple worth $50.7M as of Q3 2018.
  • Wealthfront bought 42,872 Apple shares in Q3 2018, an estimated $2.23M.
  • Apple made up 0.49% of Wealthfront's portfolio in Q3 2018, its #20 holding.
  • Wealthfront first reported a position in Apple in Q1 2014 and has held it in 19 quarters since.
  • 2,832 funds tracked by Wall St. Rank held Apple as of Q3 2018.

Based on Wealthfront's 13F filing for Q3 2018, filed 13 Nov 2018.