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MONECO Advisors’s Apple Hospitality REIT APLE Stock Holding History

MONECO 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
2024
Q1 		– Sell
-17,587
Closed -$292K – 409
2023
Q4 		$292K Hold
17,587
– – 0.06% 297
2023
Q3 		$270K Hold
17,587
– – 0.07% 268
2023
Q2 		$266K Sell
17,587
-633
-3% -$9.6K 0.07% 272
2023
Q1 		$283K Buy
18,220
+5,566
+44% +$91.1K 0.08% 253
2022
Q4 		$200K Sell
12,654
-500
-4% -$8.07K 0.07% 259
2022
Q3 		$185K Hold
13,154
– – 0.07% 235
2022
Q2 		$193K Sell
13,154
-2,090
-14% -$34.6K 0.07% 236
2022
Q1 		$274K Sell
15,244
-1,600
-9% -$27.4K 0.1% 193
2021
Q4 		$270K Buy
16,844
+2,713
+19% +$42.9K 0.1% 195
2021
Q3 		$222K Buy
14,131
+474
+3% +$7.11K 0.09% 225
2021
Q2 		$208K Hold
13,657
– – 0.1% 208
2021
Q1 		$199K Sell
13,657
-255
-2% -$3.54K 0.1% 210
2020
Q4 		$179K Sell
13,912
-3,509
-20% -$41.6K 0.1% 179
2020
Q3 		$167K Buy
17,421
+1,326
+8% +$12.8K 0.11% 152
2020
Q2 		$155K Hold
16,095
– – 0.12% 131
2020
Q1 		$148K Buy
16,095
+3,633
+29% +$47.7K 0.15% 113
2019
Q4 		$199K Hold
12,462
– – 0.14% 144
2019
Q3 		$207K Hold
12,462
– – 0.16% 135
2019
Q2 		$198K Hold
12,462
– – 0.16% 127
2019
Q1 		$203K Buy
12,462
+1,650
+15% +$26.4K 0.16% 131
2018
Q4 		$154K Buy
+10,812
New +$172K 0.18% 95

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
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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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

MONECO Advisors's APLE Position: Q1 2024 in Review

MONECO Advisors sold out of Apple Hospitality REIT (APLE) in Q1 2024, closing a stake of 17,587 shares — an estimated $292K sold.

MONECO Advisors first reported a position in APLE in Q4 2018 and held it in 21 quarters. The position peaked at $292K in Q4 2023. 306 funds tracked by Wall St. Rank hold APLE as of Q1 2024.

  • MONECO Advisors reported no remaining Apple Hospitality REIT position as of Q1 2024 after selling out during the quarter.
  • MONECO Advisors sold 17,587 Apple Hospitality REIT shares in Q1 2024, an estimated $292K.
  • MONECO Advisors first reported a position in Apple Hospitality REIT in Q4 2018 and held it in 21 quarters.
  • MONECO Advisors's Apple Hospitality REIT position peaked at $292K in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q1 2024.

Based on MONECO Advisors's 13F filing for Q1 2024, filed 25 Apr 2024.