Arkadios Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

Arkadios Wealth Advisors’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
2021 Q4	–	Sell	-2,500	Closed	-$39K	–	638
2021 Q3	$39K	Hold	2,500	–	–	0.01%	960
2021 Q2	$38K	Hold	2,500	–	–	﹤0.01%	1013
2021 Q1	$36K	Hold	2,500	–	–	0.01%	785
2020 Q4	$32K	Hold	2,500	–	–	0.01%	638
2020 Q3	$25.2K	Hold	2,500	–	–	0.01%	552
2020 Q2	$21.9K	Hold	2,500	–	–	0.01%	528
2020 Q1	$22.9K	Hold	2,500	–	–	0.01%	460
2019 Q4	$38K	Buy	+2,500	New	+$40.4K	0.02%	347

Other funds holding APLE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arkadios Wealth Advisors's APLE Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Apple Hospitality REIT (APLE) in Q4 2021, closing a stake of 2,500 shares — an estimated $39K sold.

Arkadios Wealth Advisors first reported a position in APLE in Q4 2019 and held it in 8 quarters. The position peaked at $39K in Q3 2021. 249 funds tracked by Wall St. Rank hold APLE as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Apple Hospitality REIT position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 2,500 Apple Hospitality REIT shares in Q4 2021, an estimated $39K.
Arkadios Wealth Advisors first reported a position in Apple Hospitality REIT in Q4 2019 and held it in 8 quarters.
Arkadios Wealth Advisors's Apple Hospitality REIT position peaked at $39K in Q3 2021.
249 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.