Westwind Capital’s Apple AAPL Stock Holding History

Westwind Capital’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	-356	Closed	-$49K	–	40
2022 Q3	$49K	Hold	356	–	–	0.02%	39
2022 Q2	$49K	Buy	+356	New	+$53.9K	0.02%	36
2022 Q1	–	Sell	-356	Closed	-$63K	–	36
2021 Q4	$63K	Buy	+356	New	+$56.3K	0.02%	39

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

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

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 New York $1.66T AUM 25.57% 1-Year Est. Return

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

Westwind Capital's AAPL Position: Q4 2022 in Review

Westwind Capital sold out of Apple (AAPL) in Q4 2022, closing a stake of 356 shares — an estimated $49K sold.

Westwind Capital first reported a position in AAPL in Q4 2021 and held it in 3 quarters. The position peaked at $63K in Q4 2021. 4,546 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

Westwind Capital reported no remaining Apple position as of Q4 2022 after selling out during the quarter.
Westwind Capital sold 356 Apple shares in Q4 2022, an estimated $49K.
Westwind Capital first reported a position in Apple in Q4 2021 and held it in 3 quarters.
Westwind Capital's Apple position peaked at $63K in Q4 2021.
4,546 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on Westwind Capital's 13F filing for Q4 2022, filed 5 Jan 2023.