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Xcel Wealth Management’s Aptiv APTV Stock Holding History

Xcel 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
2021
Q4 		– Sell
-1,450
Closed -$216K – 143
2021
Q3 		$216K Hold
1,450
– – 0.06% 131
2021
Q2 		$228K Buy
+1,450
New +$212K 0.07% 134

Other funds holding APTV

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Xcel Wealth Management's APTV Position: Q4 2021 in Review

Xcel Wealth Management sold out of Aptiv (APTV) in Q4 2021, closing a stake of 1,450 shares — an estimated $216K sold.

Xcel Wealth Management first reported a position in APTV in Q2 2021 and held it in 2 quarters. The position peaked at $228K in Q2 2021. 825 funds tracked by Wall St. Rank hold APTV as of Q4 2021.

  • Xcel Wealth Management reported no remaining Aptiv position as of Q4 2021 after selling out during the quarter.
  • Xcel Wealth Management sold 1,450 Aptiv shares in Q4 2021, an estimated $216K.
  • Xcel Wealth Management first reported a position in Aptiv in Q2 2021 and held it in 2 quarters.
  • Xcel Wealth Management's Aptiv position peaked at $228K in Q2 2021.
  • 825 funds tracked by Wall St. Rank held Aptiv as of Q4 2021.

Based on Xcel Wealth Management's 13F filing for Q4 2021, filed 3 Feb 2022.