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Bullock Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Bullock 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
Q2 		– Sell
-20
Closed -$326 – 571
2024
Q1 		$326 Buy
+20
New +$327 ﹤0.01% 550

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Bullock Wealth Management's APLE Position: Q2 2024 in Review

Bullock Wealth Management sold out of Apple Hospitality REIT (APLE) in Q2 2024, closing a stake of 20 shares — an estimated $326 sold.

Bullock Wealth Management first reported a position in APLE in Q1 2024 and held it in 1 quarter. The position peaked at $326 in Q1 2024. 319 funds tracked by Wall St. Rank hold APLE as of Q2 2024.

  • Bullock Wealth Management reported no remaining Apple Hospitality REIT position as of Q2 2024 after selling out during the quarter.
  • Bullock Wealth Management sold 20 Apple Hospitality REIT shares in Q2 2024, an estimated $326.
  • Bullock Wealth Management first reported a position in Apple Hospitality REIT in Q1 2024 and held it in 1 quarter.
  • Bullock Wealth Management's Apple Hospitality REIT position peaked at $326 in Q1 2024.
  • 319 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2024.

Based on Bullock Wealth Management's 13F filing for Q2 2024, filed 24 Sep 2026.