AWM
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Avior Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Avior 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
Q3 		– Sell
-9
Closed -$130 – 2313
2024
Q2 		$130 Sell
9
-116
-93% -$1.73K ﹤0.01% 2203
2024
Q1 		$2.05K Buy
+125
New +$2.04K ﹤0.01% 2269

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Avior Wealth Management's APLE Position: Q3 2024 in Review

Avior Wealth Management sold out of Apple Hospitality REIT (APLE) in Q3 2024, closing a stake of 9 shares — an estimated $130 sold.

Avior Wealth Management first reported a position in APLE in Q1 2024 and held it in 2 quarters. The position peaked at $2.05K in Q1 2024. 317 funds tracked by Wall St. Rank hold APLE as of Q3 2024.

  • Avior Wealth Management reported no remaining Apple Hospitality REIT position as of Q3 2024 after selling out during the quarter.
  • Avior Wealth Management sold 9 Apple Hospitality REIT shares in Q3 2024, an estimated $130.
  • Avior Wealth Management first reported a position in Apple Hospitality REIT in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Apple Hospitality REIT position peaked at $2.05K in Q1 2024.
  • 317 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2024.

Based on Avior Wealth Management's 13F filing for Q3 2024, filed 8 Nov 2024.