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Connectus Wealth’s Apple Hospitality REIT APLE Stock Holding History

Connectus 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
2023
Q4 		– Sell
-115,105
Closed -$1.77M – 500
2023
Q3 		$1.77M Buy
115,105
+13,001
+13% +$199K 0.04% 272
2023
Q2 		$1.54M Buy
102,104
+2,625
+3% +$39.8K 0.04% 243
2023
Q1 		$1.54M Buy
99,479
+10,712
+12% +$175K 0.04% 249
2022
Q4 		$1.4M Buy
88,767
+7,761
+10% +$125K 0.03% 249
2022
Q3 		$1.14M Buy
+81,006
New +$1.29M 0.02% 322

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Connectus Wealth's APLE Position: Q4 2023 in Review

Connectus Wealth sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 115,105 shares — an estimated $1.77M sold.

Connectus Wealth first reported a position in APLE in Q3 2022 and held it in 5 quarters. The position peaked at $1.77M in Q3 2023. 315 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

  • Connectus Wealth reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
  • Connectus Wealth sold 115,105 Apple Hospitality REIT shares in Q4 2023, an estimated $1.77M.
  • Connectus Wealth first reported a position in Apple Hospitality REIT in Q3 2022 and held it in 5 quarters.
  • Connectus Wealth's Apple Hospitality REIT position peaked at $1.77M in Q3 2023.
  • 315 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

Based on Connectus Wealth's 13F filing for Q4 2023, filed 14 Feb 2024.