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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 $5.7T 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
WA
WestEnd Advisors Charlotte, North Carolina $4.14B AUM 15.99% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return