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WealthStone’s Apple AAPL Stock Holding History

WealthStone’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
-87,111
Closed -$11.6M – 277
2020
Q4 		$11.6M Buy
87,111
+1,880
+2% +$226K 4.1% 5
2020
Q3 		$9.87M Buy
85,231
+43,539
+104% +$4.75M 4.51% 5
2020
Q2 		$3.8M Buy
41,692
+28,744
+222% +$2.23M 1.81% 9
2020
Q1 		$823K Buy
12,948
+6,764
+109% +$497K 0.83% 13
2019
Q4 		$450K Sell
6,184
-32,908
-84% -$2.12M 0.27% 23
2019
Q3 		$2.19M Buy
39,092
+276
+0.7% +$14.4K 1.16% 15
2019
Q2 		$1.92M Buy
+38,816
New +$1.89M 0.86% 22

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

WealthStone's AAPL Position: Q1 2021 in Review

WealthStone sold out of Apple (AAPL) in Q1 2021, closing a stake of 87,111 shares — an estimated $11.6M sold.

WealthStone first reported a position in AAPL in Q2 2019 and held it in 7 quarters. The position peaked at $11.6M in Q4 2020. 3,843 funds tracked by Wall St. Rank hold AAPL as of Q1 2021.

  • WealthStone reported no remaining Apple position as of Q1 2021 after selling out during the quarter.
  • WealthStone sold 87,111 Apple shares in Q1 2021, an estimated $11.6M.
  • WealthStone first reported a position in Apple in Q2 2019 and held it in 7 quarters.
  • WealthStone's Apple position peaked at $11.6M in Q4 2020.
  • 3,843 funds tracked by Wall St. Rank held Apple as of Q1 2021.

Based on WealthStone's 13F filing for Q1 2021, filed 13 May 2021.