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LGT Financial Advisors’s Apple Hospitality REIT APLE Stock Holding History

LGT Financial 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
-153
Closed -$2.35K – 849
2023
Q3 		$2.35K Buy
+153
New +$2.34K ﹤0.01% 801

Other funds holding APLE

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

LGT Financial Advisors's APLE Position: Q4 2023 in Review

LGT Financial Advisors sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 153 shares — an estimated $2.35K sold.

LGT Financial Advisors first reported a position in APLE in Q3 2023 and held it in 1 quarter. The position peaked at $2.35K in Q3 2023. 315 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

  • LGT Financial Advisors reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
  • LGT Financial Advisors sold 153 Apple Hospitality REIT shares in Q4 2023, an estimated $2.35K.
  • LGT Financial Advisors first reported a position in Apple Hospitality REIT in Q3 2023 and held it in 1 quarter.
  • LGT Financial Advisors's Apple Hospitality REIT position peaked at $2.35K in Q3 2023.
  • 315 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

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