Number of Shares
324,710.00
Current Holdings Value*
$57.66 Mil
% of Portfolio
4.28%
Total Estimate Gain
$71.46 Mil
% of Total Estimate Gain
398.83%

REILLY FINANCIAL ADVISORS, LLC's Apple Inc Holding Summary

As of 2021-12-31, REILLY FINANCIAL ADVISORS, LLC held 324,710.00 shares of Apple Inc(AAPL), totaling $57.66 Mil. This investment constitutes 4.28% of their stock portfolio, and REILLY FINANCIAL ADVISORS, LLC now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2013Q4. And since then REILLY FINANCIAL ADVISORS, LLC has made 12 purchases of AAPL, at an average price of $23.00, for a total of 778,966.00 shares. In addition, there have been 13 sales at an average price of $45.79 for 454,256.00 shares. Based on historical transaction data and AAPL's current price of $211.18, REILLY FINANCIAL ADVISORS, LLC's estimated gain on his AAPL holdings is $71.46 Mil, reflecting a 398.83% gain to date.

REILLY FINANCIAL ADVISORS, LLC AAPL ($211.18) Holding Chart

REILLY FINANCIAL ADVISORS, LLC AAPL ($211.18) 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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