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Freedom Wealth Alliance’s Apple Hospitality REIT APLE Stock Holding History

Freedom Wealth Alliance’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
Q1 		– Sell
-100
Closed -$1.58K – 90
2022
Q4 		$1.58K Buy
+100
New +$1.61K ﹤0.01% 397

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Freedom Wealth Alliance's APLE Position: Q1 2023 in Review

Freedom Wealth Alliance sold out of Apple Hospitality REIT (APLE) in Q1 2023, closing a stake of 100 shares — an estimated $1.58K sold.

Freedom Wealth Alliance first reported a position in APLE in Q4 2022 and held it in 1 quarter. The position peaked at $1.58K in Q4 2022. 276 funds tracked by Wall St. Rank hold APLE as of Q1 2023.

  • Freedom Wealth Alliance reported no remaining Apple Hospitality REIT position as of Q1 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 100 Apple Hospitality REIT shares in Q1 2023, an estimated $1.58K.
  • Freedom Wealth Alliance first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 1 quarter.
  • Freedom Wealth Alliance's Apple Hospitality REIT position peaked at $1.58K in Q4 2022.
  • 276 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2023.

Based on Freedom Wealth Alliance's 13F filing for Q1 2023, filed 25 Apr 2023.