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Wealthstreet Investment Advisors’s Apple AAPL Stock Holding History

Wealthstreet Investment Advisors’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
2022
Q1 		$171K Hold
980
– – 4.6% 5
2021
Q4 		$174K Hold
980
– – 4.29% 5
2021
Q3 		$139K Sell
980
-4,880
-83% -$718K 3.84% 6
2021
Q2 		$802K Sell
5,860
-509,513
-99% -$66M 4.16% 5
2021
Q1 		$63M Sell
515,373
-6,500
-1% -$834K 6.14% 1
2020
Q4 		$69.2M Sell
521,873
-11,414
-2% -$1.37M 7% 1
2020
Q3 		$61.8M Sell
533,287
-7,361
-1% -$803K 6.9% 1
2020
Q2 		$49.3M Sell
540,648
-26,344
-5% -$2.04M 6.04% 1
2020
Q1 		$36M Buy
566,992
+6,180
+1% +$454K 5.33% 1
2019
Q4 		$41.2M Sell
560,812
-4,512
-0.8% -$290K 4.8% 1
2019
Q3 		$34.4M Sell
565,324
-8,412
-1% -$440K 4.39% 1
2019
Q2 		$28.4M Sell
573,736
-10,000
-2% -$487K 3.67% 1
2019
Q1 		$27.7M Buy
583,736
+1,160
+0.2% +$49.2K 3.66% 1
2018
Q4 		$22.8M Sell
582,576
-14,312
-2% -$694K 3.19% 2
2018
Q3 		$33.7M Sell
596,888
-18,720
-3% -$975K 4.16% 1
2018
Q2 		$28.5M Sell
615,608
-21,996
-3% -$998K 3.77% 1
2018
Q1 		$26.7M Buy
637,604
+9,288
+1% +$400K 3.35% 2
2017
Q4 		$26.6M Buy
+628,316
New +$26.3M 3.22% 2

Other funds holding AAPL

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
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Wealthstreet Investment Advisors's AAPL Position: Q1 2022 in Review

Wealthstreet Investment Advisors held its Apple (AAPL) position steady in Q1 2022 at 980 shares worth $171K. The position accounts for 4.6% of the portfolio, ranked #5.

Wealthstreet Investment Advisors first reported a position in AAPL in Q4 2017 and has held it in 18 quarters since. The position peaked at $69.2M in Q4 2020. 4,380 funds tracked by Wall St. Rank hold AAPL as of Q1 2022.

  • Wealthstreet Investment Advisors held 980 shares of Apple worth $171K as of Q1 2022.
  • Wealthstreet Investment Advisors left its Apple share count unchanged in Q1 2022.
  • Apple made up 4.6% of Wealthstreet Investment Advisors's portfolio in Q1 2022, its #5 holding.
  • Wealthstreet Investment Advisors first reported a position in Apple in Q4 2017 and has held it in 18 quarters since.
  • Wealthstreet Investment Advisors's Apple position peaked at $69.2M in Q4 2020.
  • 4,380 funds tracked by Wall St. Rank held Apple as of Q1 2022.

Based on Wealthstreet Investment Advisors's 13F filing for Q1 2022, filed 25 Apr 2022.