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Fortis Advisors’s Apple Hospitality REIT APLE Stock Holding History

Fortis Advisors’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
2022
Q2 		– Sell
-9,195
Closed -$165K – 279
2022
Q1 		$165K Buy
+9,195
New +$157K 0.09% 115

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's APLE Position: Q2 2022 in Review

Fortis Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2022, closing a stake of 9,195 shares — an estimated $165K sold.

Fortis Advisors first reported a position in APLE in Q1 2022 and held it in 1 quarter. The position peaked at $165K in Q1 2022. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2022.

  • Fortis Advisors reported no remaining Apple Hospitality REIT position as of Q2 2022 after selling out during the quarter.
  • Fortis Advisors sold 9,195 Apple Hospitality REIT shares in Q2 2022, an estimated $165K.
  • Fortis Advisors first reported a position in Apple Hospitality REIT in Q1 2022 and held it in 1 quarter.
  • Fortis Advisors's Apple Hospitality REIT position peaked at $165K in Q1 2022.
  • 273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2022.

Based on Fortis Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.