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Wealthspire Advisors (Maryland)’s Apple AAPL Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$31.9M Sell
275,695
-92,229
-25% -$10.1M 1.13% 18
2020
Q2 		$33.6M Buy
367,924
+4,104
+1% +$318K 2.4% 7
2020
Q1 		$23.1M Sell
363,820
-24,156
-6% -$1.78M 2.01% 11
2019
Q4 		$28.5M Buy
387,976
+2,456
+0.6% +$158K 1.91% 12
2019
Q3 		$21.6M Sell
385,520
-8,748
-2% -$457K 1.58% 15
2019
Q2 		$19.5M Sell
394,268
-11,208
-3% -$546K 1.46% 15
2019
Q1 		$19.3M Buy
405,476
+10,576
+3% +$449K 1.45% 15
2018
Q4 		$15.6M Buy
394,900
+16,428
+4% +$796K 1.39% 16
2018
Q3 		$21.4M Sell
378,472
-1,796
-0.5% -$93.5K 1.76% 12
2018
Q2 		$17.6M Sell
380,268
-3,704
-1% -$168K 1.59% 14
2018
Q1 		$16.1M Buy
383,972
+7,768
+2% +$334K 1.52% 14
2017
Q4 		$15.9M Buy
376,204
+6,448
+2% +$269K 1.55% 13
2017
Q3 		$14.2M Sell
369,756
-4,492
-1% -$174K 1.55% 12
2017
Q2 		$13.5M Buy
374,248
+102,596
+38% +$3.79M 1.6% 12
2017
Q1 		$9.76M Buy
271,652
+10,724
+4% +$353K 1.39% 11
2016
Q4 		$7.55M Buy
260,928
+8,496
+3% +$241K 1.13% 13
2016
Q3 		$7.13M Buy
252,432
+2,104
+0.8% +$55.7K 1.11% 13
2016
Q2 		$5.98M Buy
250,328
+18,704
+8% +$465K 1% 14
2016
Q1 		$6.31M Buy
231,624
+1,216
+0.5% +$30.3K 1.11% 13
2015
Q4 		$6.06M Buy
+230,408
New +$6.58M 1.13% 14

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

Wealthspire Advisors (Maryland)'s AAPL Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Apple (AAPL) stake by 25% in Q3 2020, selling an estimated $10.1M and leaving 275,695 shares worth $31.9M. The position accounts for 1.13% of the portfolio, ranked #18.

Wealthspire Advisors (Maryland) first reported a position in AAPL in Q4 2015 and has held it in 20 quarters since. The position peaked at $33.6M in Q2 2020. 3,447 funds tracked by Wall St. Rank hold AAPL as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 275,695 shares of Apple worth $31.9M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 92,229 Apple shares in Q3 2020, an estimated $10.1M.
  • Apple made up 1.13% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #18 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Apple in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Apple position peaked at $33.6M in Q2 2020.
  • 3,447 funds tracked by Wall St. Rank held Apple as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.