Number of Shares
533,254.00
Current Holdings Value*
$118.45 Mil
% of Portfolio
2.23%
Total Estimate Gain
$246.33 Mil
% of Total Estimate Gain
382.67%

Advisors Asset Management, Inc.'s Apple Inc Holding Summary

As of 2025-03-31, Advisors Asset Management, Inc. held 533,254.00 shares of Apple Inc(AAPL), totaling $118.45 Mil. This investment constitutes 2.23% of their stock portfolio, and Advisors Asset Management, Inc. now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then Advisors Asset Management, Inc. has made 15 purchases of AAPL, at an average price of $31.40, for a total of 2.05 Mil shares. In addition, there have been 22 sales at an average price of $134.15 for 1.52 Mil shares. Based on historical transaction data and AAPL's current price of $201.08, Advisors Asset Management, Inc.'s estimated gain on his AAPL holdings is $246.33 Mil, reflecting a 382.67% gain to date.

Advisors Asset Management, Inc. AAPL ($201.08) Holding Chart

Advisors Asset Management, Inc. AAPL ($201.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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