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Capital Analysts LLC’s Apple Hospitality REIT APLE Stock Holding History

Capital Analysts LLC’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
Q1 		– Sell
-150
Closed -$2K – 969
2022
Q4 		$2K Sell
150
-645
-81% -$10.4K ﹤0.01% 981
2022
Q3 		$11K Buy
795
+6
+0.8% +$95 ﹤0.01% 783
2022
Q2 		$12K Buy
+789
New +$13K ﹤0.01% 768
2022
Q1 		– Sell
-1,081
Closed -$17K – 937
2021
Q4 		$17K Sell
1,081
-1,437
-57% -$22.7K ﹤0.01% 736
2021
Q3 		$40K Buy
+2,518
New +$37.8K ﹤0.01% 606

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Analysts LLC's APLE Position: Q1 2023 in Review

Capital Analysts LLC sold out of Apple Hospitality REIT (APLE) in Q1 2023, closing a stake of 150 shares — an estimated $2K sold.

Capital Analysts LLC first reported a position in APLE in Q3 2021 and held it in 5 quarters. The position peaked at $40K in Q3 2021. 276 funds tracked by Wall St. Rank hold APLE as of Q1 2023.

  • Capital Analysts LLC reported no remaining Apple Hospitality REIT position as of Q1 2023 after selling out during the quarter.
  • Capital Analysts LLC sold 150 Apple Hospitality REIT shares in Q1 2023, an estimated $2K.
  • Capital Analysts LLC first reported a position in Apple Hospitality REIT in Q3 2021 and held it in 5 quarters.
  • Capital Analysts LLC's Apple Hospitality REIT position peaked at $40K in Q3 2021.
  • 276 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.