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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
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
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

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.