Atlas Private Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

Atlas Private 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	-379	Closed	-$6K	–	185
2021 Q3	$6K	Buy	379 +1	+0.3%	+$15	﹤0.01%	526
2021 Q2	$6K	Hold	378	–	–	﹤0.01%	539
2021 Q1	$6K	Hold	378	–	–	﹤0.01%	566
2020 Q4	$5K	Hold	378	–	–	﹤0.01%	509
2020 Q3	$4K	Hold	378	–	–	﹤0.01%	489
2020 Q2	$4K	Buy	+378	New	+$3.59K	﹤0.01%	517

Other funds holding APLE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

MAC

Monarch Alternative Capital New York $707M AUM 177.52% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Atlas Private Wealth Advisors's APLE Position: Q4 2021 in Review

Atlas Private Wealth Advisors sold out of Apple Hospitality REIT (APLE) in Q4 2021, closing a stake of 379 shares — an estimated $6K sold.

Atlas Private Wealth Advisors first reported a position in APLE in Q2 2020 and held it in 6 quarters. The position peaked at $6K in Q3 2021. 249 funds tracked by Wall St. Rank hold APLE as of Q4 2021.

Atlas Private Wealth Advisors reported no remaining Apple Hospitality REIT position as of Q4 2021 after selling out during the quarter.
Atlas Private Wealth Advisors sold 379 Apple Hospitality REIT shares in Q4 2021, an estimated $6K.
Atlas Private Wealth Advisors first reported a position in Apple Hospitality REIT in Q2 2020 and held it in 6 quarters.
Atlas Private Wealth Advisors's Apple Hospitality REIT position peaked at $6K in Q3 2021.
249 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2021.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2021, filed 21 Apr 2022.