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SMART Wealth’s Apple Hospitality REIT APLE Stock Holding History

SMART Wealth’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
-10,569
Closed -$173K – 126
2024
Q1 		$173K Sell
10,569
-15,411
-59% -$252K 0.08% 115
2023
Q4 		$432K Buy
25,980
+6,173
+31% +$100K 0.24% 50
2023
Q3 		$304K Sell
19,807
-9,990
-34% -$153K 0.23% 54
2023
Q2 		$450K Buy
29,797
+4,921
+20% +$74.6K 0.34% 52
2023
Q1 		$386K Sell
24,876
-2,085
-8% -$34.1K 0.34% 51
2022
Q4 		$425K Buy
+26,961
New +$435K 0.32% 56

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

SMART Wealth's APLE Position: Q2 2024 in Review

SMART Wealth sold out of Apple Hospitality REIT (APLE) in Q2 2024, closing a stake of 10,569 shares — an estimated $173K sold.

SMART Wealth first reported a position in APLE in Q4 2022 and held it in 6 quarters. The position peaked at $450K in Q2 2023. 318 funds tracked by Wall St. Rank hold APLE as of Q2 2024.

  • SMART Wealth reported no remaining Apple Hospitality REIT position as of Q2 2024 after selling out during the quarter.
  • SMART Wealth sold 10,569 Apple Hospitality REIT shares in Q2 2024, an estimated $173K.
  • SMART Wealth first reported a position in Apple Hospitality REIT in Q4 2022 and held it in 6 quarters.
  • SMART Wealth's Apple Hospitality REIT position peaked at $450K in Q2 2023.
  • 318 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2024.

Based on SMART Wealth's 13F filing for Q2 2024, filed 16 Dec 2024.