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Carolinas Wealth Consulting’s Apple Hospitality REIT APLE Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-26
Closed -$432 – 1041
2023
Q4 		$432 Sell
26
-16
-38% -$260 ﹤0.01% 946
2023
Q3 		$659 Sell
42
-14
-25% -$214 ﹤0.01% 894
2023
Q2 		$851 Buy
+56
New +$849 ﹤0.01% 936
2020
Q4 		– Sell
-89
Closed -$1K – 871
2020
Q3 		$1K Hold
89
– – ﹤0.01% 787
2020
Q2 		$1K Buy
+89
New +$846 ﹤0.01% 536

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
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
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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's APLE Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Apple Hospitality REIT (APLE) in Q1 2024, closing a stake of 26 shares — an estimated $432 sold.

Carolinas Wealth Consulting first reported a position in APLE in Q2 2020 and held it in 5 quarters. The position peaked at $1K in Q3 2020. 306 funds tracked by Wall St. Rank hold APLE as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Apple Hospitality REIT position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 26 Apple Hospitality REIT shares in Q1 2024, an estimated $432.
  • Carolinas Wealth Consulting first reported a position in Apple Hospitality REIT in Q2 2020 and held it in 5 quarters.
  • Carolinas Wealth Consulting's Apple Hospitality REIT position peaked at $1K in Q3 2020.
  • 306 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.