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APLE icon

CIC Wealth’s Apple Hospitality REIT APLE Stock Holding History

CIC Wealth’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 		$285K Hold
19,205
– – 0.07% 133
2024
Q2 		$279K Buy
19,205
+2,275
+13% +$33.9K 0.08% 131
2024
Q1 		$277K Buy
16,930
+200
+1% +$3.27K 0.08% 130
2023
Q4 		$278K Buy
16,730
+1,100
+7% +$17.9K 0.09% 126
2023
Q3 		$240K Buy
15,630
+500
+3% +$7.65K 0.09% 127
2023
Q2 		$229K Buy
+15,130
New +$229K 0.08% 142

Other funds holding APLE

BlackRock
BlackRock New York $5.7T 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 $1.47T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return