PWMAI
APLE icon

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Apple Hospitality REIT APLE Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’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
-502
Closed -$8.34K – 348
2023
Q4 		$8.34K Buy
+502
New +$8.15K 0.01% 258

Other funds holding APLE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $204B AUM 27.99% 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 $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s APLE Position: Q1 2024 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Apple Hospitality REIT (APLE) in Q1 2024, closing a stake of 502 shares — an estimated $8.34K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in APLE in Q4 2023 and held it in 1 quarter. The position peaked at $8.34K in Q4 2023. 306 funds tracked by Wall St. Rank hold APLE as of Q1 2024.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Apple Hospitality REIT position as of Q1 2024 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 502 Apple Hospitality REIT shares in Q1 2024, an estimated $8.34K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Apple Hospitality REIT in Q4 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Apple Hospitality REIT position peaked at $8.34K in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2024.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q1 2024, filed 7 Aug 2026.