Advisors Capital Total Return - Equity Fund AAPL Holdings History
Advisors Capital Total Return - Equity Fund's Apple Inc Holding Summary
As of 2025-03-31, Advisors Capital Total Return - Equity Fund held 39,300.00 shares of Apple Inc(AAPL), totaling $8.73 Mil. This investment constitutes 3.53% of their stock portfolio, and Advisors Capital Total Return - Equity Fund now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2021Q1. And since then Advisors Capital Total Return - Equity Fund has made 10 purchases of AAPL, at an average price of $160.81, for a total of 56,500.00 shares. In addition, there have been 3 sales at an average price of $188.21 for 17,200.00 shares. Based on historical transaction data and AAPL's current price of $210.16, Advisors Capital Total Return - Equity Fund's estimated gain on his AAPL holdings is $2.41 Mil, reflecting a 26.53% gain to date.
Advisors Capital Total Return - Equity Fund AAPL ($210.16) Holding Chart
Advisors Capital Total Return - Equity Fund AAPL ($210.16) 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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