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Foundations Investment Advisors’s Apple Hospitality REIT APLE Stock Holding History

Foundations Investment 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
2023
Q4 		– Sell
-31,472
Closed -$483K – 670
2023
Q3 		$483K Hold
31,472
– – 0.01% 389
2023
Q2 		$476K Buy
+31,472
New +$477K 0.02% 373

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

Foundations Investment Advisors's APLE Position: Q4 2023 in Review

Foundations Investment Advisors sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 31,472 shares — an estimated $483K sold.

Foundations Investment Advisors first reported a position in APLE in Q2 2023 and held it in 2 quarters. The position peaked at $483K in Q3 2023. 315 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

  • Foundations Investment Advisors reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
  • Foundations Investment Advisors sold 31,472 Apple Hospitality REIT shares in Q4 2023, an estimated $483K.
  • Foundations Investment Advisors first reported a position in Apple Hospitality REIT in Q2 2023 and held it in 2 quarters.
  • Foundations Investment Advisors's Apple Hospitality REIT position peaked at $483K in Q3 2023.
  • 315 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

Based on Foundations Investment Advisors's 13F filing for Q4 2023, filed 8 Feb 2024.