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Lenox Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

Lenox Wealth 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
2020
Q2 		– Sell
-162
Closed -$1K – 593
2020
Q1 		$1K Hold
162
– – ﹤0.01% 653
2019
Q4 		$3K Hold
162
– – ﹤0.01% 526
2019
Q3 		$3K Buy
+162
New +$2.56K ﹤0.01% 436

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's APLE Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2020, closing a stake of 162 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in APLE in Q3 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 248 funds tracked by Wall St. Rank hold APLE as of Q2 2020.

  • Lenox Wealth Advisors reported no remaining Apple Hospitality REIT position as of Q2 2020 after selling out during the quarter.
  • Lenox Wealth Advisors sold 162 Apple Hospitality REIT shares in Q2 2020, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Apple Hospitality REIT in Q3 2019 and held it in 3 quarters.
  • Lenox Wealth Advisors's Apple Hospitality REIT position peaked at $3K in Q4 2019.
  • 248 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.