Belpointe Asset Management’s Apple Hospitality REIT APLE Stock Holding History

Belpointe Asset 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
2023 Q2	–	Sell	-10,024	Closed	-$156K	–	737
2023 Q1	$156K	Sell	10,024 -112	-1%	-$1.83K	0.01%	1058
2022 Q4	$160K	Sell	10,136 -4,365	-30%	-$70.4K	0.01%	992
2022 Q3	$204K	Buy	14,501 +167	+1%	+$2.65K	0.01%	828
2022 Q2	$210K	Sell	14,334 -643	-4%	-$10.6K	0.01%	807
2022 Q1	$269K	Sell	14,977 -537	-3%	-$9.19K	0.02%	782
2021 Q4	$251K	Sell	15,514 -76	-0.5%	-$1.2K	0.02%	804
2021 Q3	$245K	Buy	15,590 +14	+0.1%	+$210	0.02%	781
2021 Q2	$238K	Buy	15,576 +29	+0.2%	+$451	0.02%	767
2021 Q1	$227K	Sell	15,547 -467	-3%	-$6.49K	0.02%	701
2020 Q4	$207K	Buy	16,014 +104	+0.7%	+$1.23K	0.02%	682
2020 Q3	$153K	Buy	+15,910	New	+$153K	0.02%	632
2020 Q1	–	Sell	-8,210	Closed	-$133K	–	629
2019 Q4	$133K	Sell	8,210 -408	-5%	-$6.6K	0.02%	673
2019 Q3	$143K	Buy	+8,618	New	+$136K	0.02%	572

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

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

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Belpointe Asset Management's APLE Position: Q2 2023 in Review

Belpointe Asset Management sold out of Apple Hospitality REIT (APLE) in Q2 2023, closing a stake of 10,024 shares — an estimated $156K sold.

Belpointe Asset Management first reported a position in APLE in Q3 2019 and held it in 13 quarters. The position peaked at $269K in Q1 2022. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2023.

Belpointe Asset Management reported no remaining Apple Hospitality REIT position as of Q2 2023 after selling out during the quarter.
Belpointe Asset Management sold 10,024 Apple Hospitality REIT shares in Q2 2023, an estimated $156K.
Belpointe Asset Management first reported a position in Apple Hospitality REIT in Q3 2019 and held it in 13 quarters.
Belpointe Asset Management's Apple Hospitality REIT position peaked at $269K in Q1 2022.
273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.