TCI Wealth Advisors’s Apple Hospitality REIT APLE Stock Holding History

TCI Wealth 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
2023 Q2	–	Sell	-1,241	Closed	-$19.3K	–	326
2023 Q1	$19.3K	Hold	1,241	–	–	﹤0.01%	727
2022 Q4	$19.6K	Hold	1,241	–	–	﹤0.01%	716
2022 Q3	$17K	Hold	1,241	–	–	﹤0.01%	723
2022 Q2	$18K	Sell	1,241 -281	-18%	-$4.65K	﹤0.01%	678
2022 Q1	$27K	Hold	1,522	–	–	﹤0.01%	570
2021 Q4	$25K	Buy	1,522 +325	+27%	+$5.14K	﹤0.01%	606
2021 Q3	$19K	Buy	1,197 +345	+40%	+$5.17K	﹤0.01%	703
2021 Q2	$13K	Buy	852 +190	+29%	+$2.95K	﹤0.01%	780
2021 Q1	$10K	Buy	662 +145	+28%	+$2.01K	﹤0.01%	841
2020 Q4	$7K	Hold	517	–	–	﹤0.01%	732
2020 Q3	$5K	Hold	517	–	–	﹤0.01%	747
2020 Q2	$5K	Buy	517 +79	+18%	+$751	﹤0.01%	719
2020 Q1	$4K	Buy	+438	New	+$5.75K	﹤0.01%	751
2017 Q4	–	Hold	0	–	–	–	882
2017 Q3	–	Hold	0	–	–	–	825
2017 Q2	–	Hold	0	–	–	–	855
2017 Q1	–	Hold	0	–	–	–	826

Other funds holding APLE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TCI Wealth Advisors's APLE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Apple Hospitality REIT (APLE) in Q2 2023, closing a stake of 1,241 shares — an estimated $19.3K sold.

TCI Wealth Advisors first reported a position in APLE in Q1 2020 and held it in 13 quarters. The position peaked at $27K in Q1 2022. 273 funds tracked by Wall St. Rank hold APLE as of Q2 2023.

TCI Wealth Advisors reported no remaining Apple Hospitality REIT position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 1,241 Apple Hospitality REIT shares in Q2 2023, an estimated $19.3K.
TCI Wealth Advisors first reported a position in Apple Hospitality REIT in Q1 2020 and held it in 13 quarters.
TCI Wealth Advisors's Apple Hospitality REIT position peaked at $27K in Q1 2022.
273 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.