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Wealthsimple US’s Apple AAPL Stock Holding History

Wealthsimple US’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
2021
Q1 		– Sell
-1,730
Closed -$230K – 24
2020
Q4 		$230K Sell
1,730
-1,533
-47% -$184K 0.13% 24
2020
Q3 		$378K Sell
3,263
-429
-12% -$46.8K 0.25% 16
2020
Q2 		$337K Sell
3,692
-184
-5% -$14.3K 0.26% 27
2020
Q1 		$246K Buy
3,876
+204
+6% +$15K 0.22% 27
2019
Q4 		$269K Buy
+3,672
New +$236K 0.21% 27

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthsimple US's AAPL Position: Q1 2021 in Review

Wealthsimple US sold out of Apple (AAPL) in Q1 2021, closing a stake of 1,730 shares — an estimated $230K sold.

Wealthsimple US first reported a position in AAPL in Q4 2019 and held it in 5 quarters. The position peaked at $378K in Q3 2020. 3,844 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

  • Wealthsimple US reported no remaining Apple position as of Q1 2021 after selling out during the quarter.
  • Wealthsimple US sold 1,730 Apple shares in Q1 2021, an estimated $230K.
  • Wealthsimple US first reported a position in Apple in Q4 2019 and held it in 5 quarters.
  • Wealthsimple US's Apple position peaked at $378K in Q3 2020.
  • 3,844 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on Wealthsimple US's 13F filing for Q1 2021, filed 12 May 2021.