Number of Shares
76,769.00
Current Holdings Value*
$10.35 Mil
% of Portfolio
5.32%
Total Estimate Gain
$16.65 Mil
% of Total Estimate Gain
165.19%

vontobel swiss wealth advisors AG's Apple Inc Holding Summary

As of 2021-06-30, vontobel swiss wealth advisors AG held 76,769.00 shares of Apple Inc(AAPL), totaling $10.35 Mil. This investment constitutes 5.32% of their stock portfolio, and vontobel swiss wealth advisors AG now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2015Q1. And since then vontobel swiss wealth advisors AG has made 7 purchases of AAPL, at an average price of $39.42, for a total of 255,637.00 shares. In addition, there have been 8 sales at an average price of $59.31 for 178,868.00 shares. Based on historical transaction data and AAPL's current price of $209.95, vontobel swiss wealth advisors AG's estimated gain on his AAPL holdings is $16.65 Mil, reflecting a 165.19% gain to date.

vontobel swiss wealth advisors AG AAPL ($209.95) Holding Chart

vontobel swiss wealth advisors AG AAPL ($209.95) 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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