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WR Wealth Planners’s Aptiv APTV Stock Holding History

WR Wealth Planners’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
2024
Q4 		$534K Sell
8,822
-1,059
-11% -$64.8K 0.17% 91
2024
Q3 		$712K Buy
9,881
+352
+4% +$24.6K 0.2% 82
2024
Q2 		$671K Buy
9,529
+2,407
+34% +$185K 0.2% 78
2024
Q1 		$567K Buy
7,122
+376
+6% +$30.3K 0.18% 83
2023
Q4 		$605K Buy
6,746
+3,437
+104% +$296K 0.23% 80
2023
Q3 		$326K Buy
3,309
+148
+5% +$15.3K 0.12% 130
2023
Q2 		$323K Buy
3,161
+133
+4% +$13.2K 0.13% 126
2023
Q1 		$340K Buy
3,028
+886
+41% +$97.8K 0.15% 113
2022
Q4 		$199K Buy
2,142
+38
+2% +$3.61K 0.12% 113
2022
Q3 		$165K Buy
2,104
+124
+6% +$11.9K 0.12% 108
2022
Q2 		$176K Buy
1,980
+49
+3% +$5K 0.12% 103
2022
Q1 		$231K Buy
+1,931
New +$257K 0.14% 101

Other funds holding APTV

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 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
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

WR Wealth Planners's APTV Position: Q4 2024 in Review

WR Wealth Planners reduced its Aptiv (APTV) stake by 11% in Q4 2024, selling an estimated $64.8K and leaving 8,822 shares worth $534K. The position accounts for 0.17% of the portfolio, ranked #91.

WR Wealth Planners first reported a position in APTV in Q1 2022 and has held it in 12 quarters since. The position peaked at $712K in Q3 2024. 601 funds tracked by Wall St. Rank hold APTV as of Q4 2024.

  • WR Wealth Planners held 8,822 shares of Aptiv worth $534K as of Q4 2024.
  • WR Wealth Planners sold 1,059 Aptiv shares in Q4 2024, an estimated $64.8K.
  • Aptiv made up 0.17% of WR Wealth Planners's portfolio in Q4 2024, its #91 holding.
  • WR Wealth Planners first reported a position in Aptiv in Q1 2022 and has held it in 12 quarters since.
  • WR Wealth Planners's Aptiv position peaked at $712K in Q3 2024.
  • 601 funds tracked by Wall St. Rank held Aptiv as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.