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WealthPLAN Partners’s Aptiv APTV Stock Holding History

WealthPLAN Partners’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
Q3 		– Sell
-269
Closed -$27.5K – 354
2023
Q2 		$27.5K Hold
269
– – ﹤0.01% 618
2023
Q1 		$30.2K Buy
+269
New +$29.7K ﹤0.01% 647
2015
Q4 		$80 Buy
+930
New +$77.8K ﹤0.01% 1642
2015
Q2 		$40K Buy
465
+370
+389% +$31.7K 0.02% 195
2015
Q1 		$8K Buy
+95
New +$7.14K ﹤0.01% 391

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WealthPLAN Partners's APTV Position: Q3 2023 in Review

WealthPLAN Partners sold out of Aptiv (APTV) in Q3 2023, closing a stake of 269 shares — an estimated $27.5K sold.

WealthPLAN Partners first reported a position in APTV in Q1 2015 and held it in 5 quarters. The position peaked at $40K in Q2 2015. 741 funds tracked by Wall St. Rank hold APTV as of Q3 2023.

  • WealthPLAN Partners reported no remaining Aptiv position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 269 Aptiv shares in Q3 2023, an estimated $27.5K.
  • WealthPLAN Partners first reported a position in Aptiv in Q1 2015 and held it in 5 quarters.
  • WealthPLAN Partners's Aptiv position peaked at $40K in Q2 2015.
  • 741 funds tracked by Wall St. Rank held Aptiv as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.