SEC 13F Intelligence

Hall Private Wealth Advisors / AAPL

Hall Private Wealth Advisors’s Apple Inc Position

Does Hall Private Wealth Advisors own Apple Inc (AAPL)? Yes — 103.9K shares worth $18M (+11.96% of its 13F portfolio) as of Q3 2023, up from 78.9K shares the prior filed quarter.

Position Value
$18M
Q3 2023
Shares
103.9K
% of Portfolio
+11.96%
Quarters Held
11
currently held

Position History AAPL

Reported value by quarter
Q1 ’21: $9MQ1 ’21Q2 ’21: $8MQ3 ’21: $7MQ3 ’21Q4 ’21: $10MQ1 ’22: $12MQ1 ’22Q2 ’22: $10MQ3 ’22: $11MQ3 ’22Q4 ’22: $11MQ1 ’23: $14MQ1 ’23Q2 ’23: $15MQ3 ’23: $18MQ3 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2023103.9K$18M+11.96%
Q2 202378.9K$15M+8.27%
Q1 202381.9K$14M+7.04%
Q4 202283.1K$11M+6.14%
Q3 202281.9K$11M+6.52%
Q2 202274.5K$10M+5.72%
Q1 202271.0K$12M+6.62%
Q4 202158.5K$10M+6.45%
Q3 202153.0K$7M+4.78%
Q2 202158.5K$8M+5.22%
Q1 202169.7K$9M+7.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Hall Private Wealth Advisors’s full portfolio or all institutional holders of AAPL.