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AE Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

AE Wealth Management’s Portfolio APLE Stock Details APLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-34,399
Closed -$568K – 1185
2023
Q4 		$568K Buy
34,399
+1,879
+6% +$30.5K ﹤0.01% 1373
2023
Q3 		$499K Sell
32,520
-12,793
-28% -$196K ﹤0.01% 1386
2023
Q2 		$685K Buy
45,313
+5,376
+13% +$81.5K ﹤0.01% 1245
2023
Q1 		$620K Buy
39,937
+2,000
+5% +$32.7K ﹤0.01% 1244
2022
Q4 		$599K Buy
+37,937
New +$612K ﹤0.01% 1205

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

AE Wealth Management's APLE Position: Q1 2024 in Review

AE Wealth Management sold out of Apple Hospitality REIT (APLE) in Q1 2024, closing a stake of 34,399 shares — an estimated $568K sold.

AE Wealth Management first reported a position in APLE in Q4 2022 and held it in 5 quarters. The position peaked at $685K in Q2 2023. 306 funds tracked by Wall St. Rank hold APLE as of Q1 2024.

  • AE Wealth Management reported no remaining Apple Hospitality REIT position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 34,399 Apple Hospitality REIT shares in Q1 2024, an estimated $568K.
  • AE Wealth Management first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 5 quarters.
  • AE Wealth Management's Apple Hospitality REIT position peaked at $685K in Q2 2023.
  • 306 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.