WealthTrust-Arizona’s Apple AAPL Stock Holding History

WealthTrust-Arizona’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
2014 Q4	–	Sell	-800	Closed	-$1K	–	614
2014 Q3	$1K	Buy	+800	New	+$19.6K	﹤0.01%	592

Other funds holding AAPL

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WealthTrust-Arizona's AAPL Position: Q4 2018 in Review

WealthTrust-Arizona reduced its Apple (AAPL) stake by 6.2% in Q4 2018, selling an estimated $147K and leaving 45,740 shares worth $1.8M. The position accounts for 1.05% of the portfolio, ranked #15.

WealthTrust-Arizona first reported a position in AAPL in Q2 2013 and has held it in 23 quarters since. The position peaked at $2.75M in Q3 2018. 3,039 funds tracked by Wall St. Rank hold AAPL as of Q4 2018.

WealthTrust-Arizona held 45,740 shares of Apple worth $1.8M as of Q4 2018.
WealthTrust-Arizona sold 3,040 Apple shares in Q4 2018, an estimated $147K.
Apple made up 1.05% of WealthTrust-Arizona's portfolio in Q4 2018, its #15 holding.
WealthTrust-Arizona first reported a position in Apple in Q2 2013 and has held it in 23 quarters since.
WealthTrust-Arizona's Apple position peaked at $2.75M in Q3 2018.
3,039 funds tracked by Wall St. Rank held Apple as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.