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YorkBridge Wealth Partners’s Apple AAPL Stock Holding History

YorkBridge Wealth Partners’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 		$15.9M Sell
122,567
-16,164
-12% -$2.31M 4.04% 2
2022
Q3 		$19.2M Sell
138,731
-1,279
-0.9% -$201K 4.94% 2
2022
Q2 		$19.1M Sell
140,010
-64
-0% -$9.69K 5% 2
2022
Q1 		$24.5M Sell
140,074
-4,174
-3% -$702K 5.37% 2
2021
Q4 		$25.6M Sell
144,248
-8,163
-5% -$1.29M 5.74% 1
2021
Q3 		$21.6M Buy
152,411
+105
+0.1% +$15.5K 5.43% 1
2021
Q2 		$20.9M Sell
152,306
-685
-0.4% -$88.8K 5.45% 1
2021
Q1 		$18.7M Buy
152,991
+9,045
+6% +$1.16M 5.52% 1
2020
Q4 		$19.1M Buy
143,946
+42,592
+42% +$5.12M 6.4% 1
2020
Q3 		$11.7M Sell
101,354
-42,722
-30% -$4.66M 4.93% 2
2020
Q2 		$13.1M Buy
144,076
+39,592
+38% +$3.07M 6.01% 1
2020
Q1 		$6.64M Sell
104,484
-42,216
-29% -$3.1M 4.09% 3
2019
Q4 		$10.8M Sell
146,700
-596
-0.4% -$38.3K 4.94% 1
2019
Q3 		$8.25M Sell
147,296
-1,360
-0.9% -$71.1K 4.16% 3
2019
Q2 		$7.36M Sell
148,656
-1,520
-1% -$74.1K 3.27% 4
2019
Q1 		$7.13M Buy
150,176
+748
+0.5% +$31.7K 3.29% 4
2018
Q4 		$5.89M Buy
149,428
+5,676
+4% +$275K 3.12% 4
2018
Q3 		$8.17M Sell
143,752
-30,044
-17% -$1.56M 3.74% 2
2018
Q2 		$8.04M Buy
173,796
+844
+0.5% +$38.3K 3.53% 2
2018
Q1 		$7.53M Buy
172,952
+2,592
+2% +$112K 3.47% 2
2017
Q4 		$6.67M Buy
170,360
+128
+0.1% +$5.35K 3.22% 2
2017
Q3 		$6.56M Sell
170,232
-3,848
-2% -$149K 3.4% 1
2017
Q2 		$6.25M Buy
174,080
+2,176
+1% +$80.4K 3.32% 2
2017
Q1 		$6.34M Buy
171,904
+6,096
+4% +$201K 3.32% 1
2016
Q4 		$4.63M Buy
+165,808
New +$4.7M 2.74% 2

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
AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 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

YorkBridge Wealth Partners's AAPL Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its Apple (AAPL) stake by 12% in Q4 2022, selling an estimated $2.31M and leaving 122,567 shares worth $15.9M. The position accounts for 4.04% of the portfolio, ranked #2.

YorkBridge Wealth Partners first reported a position in AAPL in Q4 2016 and has held it in 25 quarters since. The position peaked at $25.6M in Q4 2021. 4,545 funds tracked by Wall St. Rank hold AAPL as of Q4 2022.

  • YorkBridge Wealth Partners held 122,567 shares of Apple worth $15.9M as of Q4 2022.
  • YorkBridge Wealth Partners sold 16,164 Apple shares in Q4 2022, an estimated $2.31M.
  • Apple made up 4.04% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #2 holding.
  • YorkBridge Wealth Partners first reported a position in Apple in Q4 2016 and has held it in 25 quarters since.
  • YorkBridge Wealth Partners's Apple position peaked at $25.6M in Q4 2021.
  • 4,545 funds tracked by Wall St. Rank held Apple as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.