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Williams Jones Wealth Management’s Aptiv APTV Stock Holding History

Williams Jones Wealth Management’s Portfolio APTV Stock Details APTV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-2,525
Closed -$240K – 391
2019
Q4 		$240K Buy
+2,525
New +$231K ﹤0.01% 390

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $10.3B AUM 4.84% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Williams Jones Wealth Management's APTV Position: Q1 2020 in Review

Williams Jones Wealth Management sold out of Aptiv (APTV) in Q1 2020, closing a stake of 2,525 shares — an estimated $240K sold.

Williams Jones Wealth Management first reported a position in APTV in Q4 2019 and held it in 1 quarter. The position peaked at $240K in Q4 2019. 535 funds tracked by Wall St. Rank hold APTV as of Q1 2020.

  • Williams Jones Wealth Management reported no remaining Aptiv position as of Q1 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 2,525 Aptiv shares in Q1 2020, an estimated $240K.
  • Williams Jones Wealth Management first reported a position in Aptiv in Q4 2019 and held it in 1 quarter.
  • Williams Jones Wealth Management's Aptiv position peaked at $240K in Q4 2019.
  • 535 funds tracked by Wall St. Rank held Aptiv as of Q1 2020.

Based on Williams Jones Wealth Management's 13F filing for Q1 2020, filed 15 May 2020.