Number of Shares
248,868.00
Current Holdings Value*
$34.39 Mil
% of Portfolio
5.37%
Total Estimate Gain
$59.04 Mil
% of Total Estimate Gain
385.78%

BTR CAPITAL MANAGEMENT INC's Apple Inc Holding Summary

As of 2022-09-30, BTR CAPITAL MANAGEMENT INC held 248,868.00 shares of Apple Inc(AAPL), totaling $34.39 Mil. This investment constitutes 5.37% of their stock portfolio, and BTR CAPITAL MANAGEMENT INC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then BTR CAPITAL MANAGEMENT INC has made 10 purchases of AAPL, at an average price of $25.23, for a total of 606,623.00 shares. In addition, there have been 18 sales at an average price of $62.68 for 357,755.00 shares. Based on historical transaction data and AAPL's current price of $208.62, BTR CAPITAL MANAGEMENT INC's estimated gain on his AAPL holdings is $59.04 Mil, reflecting a 385.78% gain to date.

BTR CAPITAL MANAGEMENT INC AAPL ($208.62) Holding Chart

BTR CAPITAL MANAGEMENT INC AAPL ($208.62) 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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