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Independent Advisor Alliance’s Apple Hospitality REIT APLE Stock Holding History

Independent Advisor 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
2022
Q2 		– Sell
-10,985
Closed -$197K – 625
2022
Q1 		$197K Sell
10,985
-500
-4% -$8.55K 0.01% 618
2021
Q4 		$185K Hold
11,485
– – 0.01% 634
2021
Q3 		$181K Hold
11,485
– – 0.01% 592
2021
Q2 		$175K Hold
11,485
– – 0.01% 593
2021
Q1 		$167K Sell
11,485
-265
-2% -$3.68K 0.01% 565
2020
Q4 		$152K Hold
11,750
– – 0.01% 520
2020
Q3 		$113K Hold
11,750
– – 0.01% 473
2020
Q2 		$114K Buy
11,750
+1,100
+10% +$10.5K 0.01% 461
2020
Q1 		$98K Buy
+10,650
New +$140K 0.01% 390
2019
Q4 		– Sell
-11,650
Closed -$193K – 888
2019
Q3 		$193K Buy
+11,650
New +$184K 0.02% 424
2019
Q1 		– Sell
-25,451
Closed -$363K – 442
2018
Q4 		$363K Sell
25,451
-15,858
-38% -$252K 0.06% 251
2018
Q3 		$718K Buy
41,309
+300
+0.7% +$5.33K 0.13% 163
2018
Q2 		$733K Sell
41,009
-5,557
-12% -$102K 0.15% 151
2018
Q1 		$807K Sell
46,566
-7,026
-13% -$129K 0.18% 136
2017
Q4 		$1.04M Sell
53,592
-5,000
-9% -$96.4K 0.23% 106
2017
Q3 		$1.11M Buy
58,592
+2,956
+5% +$54.2K 0.3% 85
2017
Q2 		$1.02M Buy
55,636
+744
+1% +$14.1K 0.32% 87
2017
Q1 		$1.04M Sell
54,892
-500
-0.9% -$9.86K 0.16% 157
2016
Q4 		$1.12M Buy
+55,392
New +$1.03M 0.48% 67

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

Independent Advisor Alliance's APLE Position: Q2 2022 in Review

Independent Advisor Alliance sold out of Apple Hospitality REIT (APLE) in Q2 2022, closing a stake of 10,985 shares — an estimated $197K sold.

Independent Advisor Alliance first reported a position in APLE in Q4 2016 and held it in 19 quarters. The position peaked at $1.12M in Q4 2016. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2022.

  • Independent Advisor Alliance reported no remaining Apple Hospitality REIT position as of Q2 2022 after selling out during the quarter.
  • Independent Advisor Alliance sold 10,985 Apple Hospitality REIT shares in Q2 2022, an estimated $197K.
  • Independent Advisor Alliance first reported a position in Apple Hospitality REIT in Q4 2016 and held it in 19 quarters.
  • Independent Advisor Alliance's Apple Hospitality REIT position peaked at $1.12M in Q4 2016.
  • 273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2022.

Based on Independent Advisor Alliance's 13F filing for Q2 2022, filed 4 Aug 2022.