Sowell Financial Services’s Apple Hospitality REIT APLE Stock Holding History

Sowell Financial Services’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 Q2	–	Sell	-17,750	Closed	-$275K	–	569
2023 Q1	$275K	Buy	+17,750	New	+$290K	0.02%	587
2021 Q2	–	Sell	-158	Closed	-$2K	–	634
2021 Q1	$2K	Hold	158	–	–	﹤0.01%	2795
2020 Q4	$2K	Hold	158	–	–	﹤0.01%	2438
2020 Q3	$2K	Hold	158	–	–	﹤0.01%	2192
2020 Q2	$2K	Sell	158 -326	-67%	-$3.1K	﹤0.01%	2113
2020 Q1	$4K	Buy	484 +237	+96%	+$3.11K	﹤0.01%	1864
2019 Q4	$4K	Buy	247 +97	+65%	+$1.57K	﹤0.01%	1944
2019 Q3	$2K	Buy	+150	New	+$2.37K	﹤0.01%	2032
2017 Q1	–	Sell	-135	Closed	-$3K	–	271
2016 Q4	$3K	Buy	+135	New	+$2.51K	﹤0.01%	560

Other funds holding APLE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Sowell Financial Services's APLE Position: Q2 2023 in Review

Sowell Financial Services sold out of Apple Hospitality REIT (APLE) in Q2 2023, closing a stake of 17,750 shares — an estimated $275K sold.

Sowell Financial Services first reported a position in APLE in Q4 2016 and held it in 9 quarters. The position peaked at $275K in Q1 2023. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2023.

Sowell Financial Services reported no remaining Apple Hospitality REIT position as of Q2 2023 after selling out during the quarter.
Sowell Financial Services sold 17,750 Apple Hospitality REIT shares in Q2 2023, an estimated $275K.
Sowell Financial Services first reported a position in Apple Hospitality REIT in Q4 2016 and held it in 9 quarters.
Sowell Financial Services's Apple Hospitality REIT position peaked at $275K in Q1 2023.
273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2023.

Based on Sowell Financial Services's 13F filing for Q2 2023, filed 14 Aug 2023.