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Ritholtz Wealth Management’s Apple Hospitality REIT APLE Stock Holding History

Ritholtz 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
2024
Q2 		– Sell
-16,199
Closed -$265K – 825
2024
Q1 		$265K Sell
16,199
-3,857
-19% -$63.1K 0.01% 668
2023
Q4 		$333K Sell
20,056
-4,503
-18% -$73.1K 0.01% 576
2023
Q3 		$377K Sell
24,559
-17,638
-42% -$270K 0.02% 505
2023
Q2 		$638K Buy
42,197
+3,223
+8% +$48.9K 0.03% 377
2023
Q1 		$605K Buy
+38,974
New +$638K 0.03% 362

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Ritholtz Wealth Management's APLE Position: Q2 2024 in Review

Ritholtz Wealth Management sold out of Apple Hospitality REIT (APLE) in Q2 2024, closing a stake of 16,199 shares — an estimated $265K sold.

Ritholtz Wealth Management first reported a position in APLE in Q1 2023 and held it in 5 quarters. The position peaked at $638K in Q2 2023. 318 funds tracked by Wall St. Rank hold APLE as of Q2 2024.

  • Ritholtz Wealth Management reported no remaining Apple Hospitality REIT position as of Q2 2024 after selling out during the quarter.
  • Ritholtz Wealth Management sold 16,199 Apple Hospitality REIT shares in Q2 2024, an estimated $265K.
  • Ritholtz Wealth Management first reported a position in Apple Hospitality REIT in Q1 2023 and held it in 5 quarters.
  • Ritholtz Wealth Management's Apple Hospitality REIT position peaked at $638K in Q2 2023.
  • 318 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2024.

Based on Ritholtz Wealth Management's 13F filing for Q2 2024, filed 1 Aug 2024.