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Apple shares owned by Cardinal Point Wealth Management

Quarter-by-quarter ownership of Apple (AAPL) shares owned by Cardinal Point Wealth Management from 13F filings

Historical chart of Cardinal Point Wealth Management investment in Apple

Tip: Access up to 7 years of quarterly data

All positions including Apple held by Cardinal Point Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Apple by Cardinal Point Wealth Management

Quarter filed Position value Share count Share price at filing
2021-09-30 $2.5M 18k 141.50
2021-06-30 $2.1M 15k 136.95
2021-03-31 $1.8M 15k 122.17
2020-12-31 $2.4M 18k 132.71

More positions owned by Cardinal Point Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Ishares Gold Tr Ishares New (IAU)
Ark Etf Tr Innovation Etf (ARKK)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Exchange Traded Concepts Tr Robo Gbl Hltcr (HTEC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Tesla Motors (TSLA)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Firstservice Corp (FSV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Cardinal Point Wealth Management

Top funds holding Apple

Vanguard Group
Berkshire Hathaway
T. Rowe Price Associates
Norges Bank Investment Management
Bank of America Corporation
Legal & General Group
Jpmorgan Chase & Co
Bank of New York Mellon
Goldman Sachs Group
Charles Schwab Investment Management
Ubs Global Asset Management Americas
Royal Bank of Canada
Wellington Management Company
Wells Fargo & Company
Citadel Advisors

View all funds holding Apple