Laird Norton Wetherby Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Laird Norton Wetherby Wealth Management’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 Q3	–	Sell	-10,097	Closed	-$153K	–	913
2023 Q2	$153K	Buy	10,097 +54	+0.5%	+$819	0.01%	888
2023 Q1	$156K	Hold	10,043	–	–	0.01%	853
2022 Q4	$158K	Sell	10,043 -43	-0.4%	-$694	0.01%	826
2022 Q3	$142K	Sell	10,086 -395	-4%	-$6.27K	0.01%	827
2022 Q2	$154K	Buy	10,481 +388	+4%	+$6.42K	0.01%	840
2022 Q1	$181K	Sell	10,093 -303	-3%	-$5.18K	0.01%	869
2021 Q4	$168K	Hold	10,396	–	–	0.01%	886
2021 Q3	$164K	Sell	10,396 -35	-0.3%	-$525	0.01%	882
2021 Q2	$159K	Buy	10,431 +35	+0.3%	+$544	0.01%	894
2021 Q1	$151K	Sell	10,396 -228	-2%	-$3.17K	0.01%	756
2020 Q4	$137K	Buy	+10,624	New	+$126K	0.01%	864
2020 Q3	–	Sell	-11,393	Closed	-$110K	–	724
2020 Q2	$110K	Buy	+11,393	New	+$108K	0.01%	691

Other funds holding APLE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's APLE Position: Q3 2023 in Review

Laird Norton Wetherby Wealth Management sold out of Apple Hospitality REIT (APLE) in Q3 2023, closing a stake of 10,097 shares — an estimated $153K sold.

Laird Norton Wetherby Wealth Management first reported a position in APLE in Q2 2020 and held it in 12 quarters. The position peaked at $181K in Q1 2022. 288 funds tracked by Wall St. Rank hold APLE as of Q3 2023.

Laird Norton Wetherby Wealth Management reported no remaining Apple Hospitality REIT position as of Q3 2023 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,097 Apple Hospitality REIT shares in Q3 2023, an estimated $153K.
Laird Norton Wetherby Wealth Management first reported a position in Apple Hospitality REIT in Q2 2020 and held it in 12 quarters.
Laird Norton Wetherby Wealth Management's Apple Hospitality REIT position peaked at $181K in Q1 2022.
288 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2023.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q3 2023, filed 14 Nov 2023.