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Wells Financial Advisors’s Apple AAPL Stock Holding History

Wells Financial 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
Q4 		– Sell
-250
Closed -$35K – 65
2022
Q3 		$35K Hold
250
– – 0.03% 55
2022
Q2 		$34K Hold
250
– – 0.03% 48
2022
Q1 		$44K Hold
250
– – 0.04% 48
2021
Q4 		$44K Hold
250
– – 0.04% 51
2021
Q3 		$35K Hold
250
– – 0.03% 53
2021
Q2 		$34K Hold
250
– – 0.03% 53
2021
Q1 		$31K Sell
250
-2,270
-90% -$291K 0.03% 52
2020
Q4 		$334K Buy
+2,520
New +$303K 0.29% 31

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Financial Advisors's AAPL Position: Q4 2022 in Review

Wells Financial Advisors sold out of Apple (AAPL) in Q4 2022, closing a stake of 250 shares — an estimated $35K sold.

Wells Financial Advisors first reported a position in AAPL in Q4 2020 and held it in 8 quarters. The position peaked at $334K in Q4 2020. 4,546 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • Wells Financial Advisors reported no remaining Apple position as of Q4 2022 after selling out during the quarter.
  • Wells Financial Advisors sold 250 Apple shares in Q4 2022, an estimated $35K.
  • Wells Financial Advisors first reported a position in Apple in Q4 2020 and held it in 8 quarters.
  • Wells Financial Advisors's Apple position peaked at $334K in Q4 2020.
  • 4,546 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Wells Financial Advisors's 13F filing for Q4 2022, filed 3 Feb 2023.