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First Trust Direct Indexing’s Apple Hospitality REIT APLE Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-16,212
Closed -$241K – 57
2024
Q3 		$241K Buy
16,212
+921
+6% +$13.3K 0.01% 843
2024
Q2 		$222K Buy
15,291
+588
+4% +$8.77K 0.01% 788
2024
Q1 		$241K Buy
14,703
+23
+0.2% +$376 0.02% 672
2023
Q4 		$244K Buy
14,680
+2,657
+22% +$43.1K 0.02% 641
2023
Q3 		$184K Buy
12,023
+2,000
+20% +$30.6K 0.02% 657
2023
Q2 		$151K Sell
10,023
-87
-0.9% -$1.32K 0.02% 673
2023
Q1 		$157K Hold
10,110
– – 0.02% 659
2022
Q4 		$160K Hold
10,110
– – 0.02% 643
2022
Q3 		$142K Hold
10,110
– – 0.02% 607
2022
Q2 		$148K Buy
10,110
+53
+0.5% +$876 0.02% 597
2022
Q1 		$181K Sell
10,057
-220
-2% -$3.76K 0.02% 630
2021
Q4 		$166K Hold
10,277
– – 0.02% 620
2021
Q3 		$162K Sell
10,277
-95
-0.9% -$1.42K 0.02% 607
2021
Q2 		$158K Buy
+10,372
New +$161K 0.02% 561

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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 Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

First Trust Direct Indexing's APLE Position: Q4 2024 in Review

First Trust Direct Indexing sold out of Apple Hospitality REIT (APLE) in Q4 2024, closing a stake of 16,212 shares — an estimated $241K sold.

First Trust Direct Indexing first reported a position in APLE in Q2 2021 and held it in 14 quarters. The position peaked at $244K in Q4 2023. 340 funds tracked by Wall St. Rank hold APLE as of Q4 2024.

  • First Trust Direct Indexing reported no remaining Apple Hospitality REIT position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 16,212 Apple Hospitality REIT shares in Q4 2024, an estimated $241K.
  • First Trust Direct Indexing first reported a position in Apple Hospitality REIT in Q2 2021 and held it in 14 quarters.
  • First Trust Direct Indexing's Apple Hospitality REIT position peaked at $244K in Q4 2023.
  • 340 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.