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Newbridge Financial Services Group’s Apple Hospitality REIT APLE Stock Holding History

Newbridge Financial Services Group’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
Q4 		– Sell
-4,750
Closed -$67K – 1443
2022
Q3 		$67K Buy
+4,750
New +$75.4K 0.04% 380
2021
Q2 		– Sell
-413
Closed -$6K – 1426
2021
Q1 		$6K Hold
413
– – ﹤0.01% 996
2020
Q4 		$5K Hold
413
– – ﹤0.01% 837
2020
Q3 		$4K Buy
+413
New +$3.98K ﹤0.01% 830

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Newbridge Financial Services Group's APLE Position: Q4 2022 in Review

Newbridge Financial Services Group sold out of Apple Hospitality REIT (APLE) in Q4 2022, closing a stake of 4,750 shares — an estimated $67K sold.

Newbridge Financial Services Group first reported a position in APLE in Q3 2020 and held it in 4 quarters. The position peaked at $67K in Q3 2022. 293 funds tracked by Wall St. Rank hold APLE as of Q4 2022.

  • Newbridge Financial Services Group reported no remaining Apple Hospitality REIT position as of Q4 2022 after selling out during the quarter.
  • Newbridge Financial Services Group sold 4,750 Apple Hospitality REIT shares in Q4 2022, an estimated $67K.
  • Newbridge Financial Services Group first reported a position in Apple Hospitality REIT in Q3 2020 and held it in 4 quarters.
  • Newbridge Financial Services Group's Apple Hospitality REIT position peaked at $67K in Q3 2022.
  • 293 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2022.

Based on Newbridge Financial Services Group's 13F filing for Q4 2022, filed 17 Jan 2023.