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Wipfli Financial Advisors’s Apple AAPL Stock Holding History

Wipfli 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
Q3 		$28.4M Buy
205,590
+202,575
+6,719% +$31.8M 2% 11
2022
Q2 		$412K Sell
3,015
-737
-20% -$112K 0.04% 61
2022
Q1 		$655K Buy
3,752
+2,309
+160% +$388K 0.07% 52
2021
Q4 		$256K Buy
+1,443
New +$228K 0.03% 41
2021
Q1 		– Sell
-6,628
Closed -$879K – 34
2020
Q4 		$879K Buy
+6,628
New +$797K 0.52% 14

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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wipfli Financial Advisors's AAPL Position: Q3 2022 in Review

Wipfli Financial Advisors increased its Apple (AAPL) stake by 6,719% in Q3 2022, buying an estimated $31.8M and bringing the position to 205,590 shares worth $28.4M. The position accounts for 2% of the portfolio, ranked #11.

Wipfli Financial Advisors first reported a position in AAPL in Q4 2020 and has held it in 5 quarters since. 4,335 funds tracked by Wall St. Rank hold AAPL as of Q3 2022.

  • Wipfli Financial Advisors held 205,590 shares of Apple worth $28.4M as of Q3 2022.
  • Wipfli Financial Advisors bought 202,575 Apple shares in Q3 2022, an estimated $31.8M.
  • Apple made up 2% of Wipfli Financial Advisors's portfolio in Q3 2022, its #11 holding.
  • Wipfli Financial Advisors first reported a position in Apple in Q4 2020 and has held it in 5 quarters since.
  • 4,335 funds tracked by Wall St. Rank held Apple as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.