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Goldstein Advisors’s Apple Hospitality REIT APLE Stock Holding History

Goldstein 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
-10,233
Closed -$157K – 175
2023
Q3 		$157K Buy
+10,233
New +$157K 0.03% 142

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 $153B AUM 38.14% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldstein Advisors's APLE Position: Q4 2023 in Review

Goldstein Advisors sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 10,233 shares — an estimated $157K sold.

Goldstein Advisors first reported a position in APLE in Q3 2023 and held it in 1 quarter. The position peaked at $157K in Q3 2023. 316 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

  • Goldstein Advisors reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
  • Goldstein Advisors sold 10,233 Apple Hospitality REIT shares in Q4 2023, an estimated $157K.
  • Goldstein Advisors first reported a position in Apple Hospitality REIT in Q3 2023 and held it in 1 quarter.
  • Goldstein Advisors's Apple Hospitality REIT position peaked at $157K in Q3 2023.
  • 316 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

Based on Goldstein Advisors's 13F filing for Q4 2023, filed 12 Feb 2024.