Wealthgate Family Office’s Apple AAPL Stock Holding History

Wealthgate Family Office’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
2024 Q3	–	Sell	-16,283	Closed	-$3.43M	–	15
2024 Q2	$3.43M	Buy	16,283 +698	+4%	+$130K	8.44%	3
2024 Q1	$2.67M	Hold	15,585	–	–	6.94%	4
2023 Q4	$3M	Hold	15,585	–	–	8.31%	4
2023 Q3	$2.67M	Hold	15,585	–	–	8.29%	4
2023 Q2	$3.02M	Hold	15,585	–	–	8.84%	3
2023 Q1	$2.57M	Hold	15,585	–	–	7.39%	4
2022 Q4	$2.02M	Hold	15,585	–	–	5.5%	4
2022 Q3	$2.15M	Buy	15,585 +40	+0.3%	+$6.28K	5.73%	5
2022 Q2	$2.13M	Buy	15,545 +4,345	+39%	+$658K	5.25%	5
2022 Q1	$1.96M	Sell	11,200 -3,595	-24%	-$605K	3.92%	7
2021 Q4	$2.63M	Buy	14,795 +11,359	+331%	+$1.8M	4.09%	6
2021 Q3	$486K	Buy	+3,436	New	+$506K	0.75%	22
2021 Q2	–	Sell	-7,044	Closed	-$860K	–	16
2021 Q1	$860K	Buy	+7,044	New	+$904K	1.17%	13

Other funds holding AAPL

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthgate Family Office's AAPL Position: Q3 2024 in Review

Wealthgate Family Office sold out of Apple (AAPL) in Q3 2024, closing a stake of 16,283 shares — an estimated $3.43M sold.

Wealthgate Family Office first reported a position in AAPL in Q1 2021 and held it in 13 quarters. The position peaked at $3.43M in Q2 2024. 5,089 funds tracked by Wall St. Rank hold AAPL as of Q3 2024.

Wealthgate Family Office reported no remaining Apple position as of Q3 2024 after selling out during the quarter.
Wealthgate Family Office sold 16,283 Apple shares in Q3 2024, an estimated $3.43M.
Wealthgate Family Office first reported a position in Apple in Q1 2021 and held it in 13 quarters.
Wealthgate Family Office's Apple position peaked at $3.43M in Q2 2024.
5,089 funds tracked by Wall St. Rank held Apple as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.