Wealth Quarterback’s Apple Hospitality REIT APLE Stock Holding History

Wealth Quarterback’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 Q4	–	Sell	-10,898	Closed	-$167K	–	118
2023 Q3	$167K	Hold	10,898	–	–	0.14%	105
2023 Q2	$165K	Hold	10,898	–	–	0.11%	117
2023 Q1	$169K	Hold	10,898	–	–	0.14%	113
2022 Q4	$172K	Hold	10,898	–	–	0.14%	113
2022 Q3	$153K	Hold	10,898	–	–	0.16%	98
2022 Q2	$160K	Buy	+10,898	New	+$180K	0.12%	113
2021 Q3	$189K	Buy	11,962 +1	+0%	+$15	0.13%	115
2021 Q2	$183K	Buy	+11,961	New	+$186K	0.11%	117
2020 Q4	$154K	Hold	11,960	–	–	0.13%	105
2020 Q3	$116K	Hold	11,960	–	–	0.11%	110
2020 Q2	$116K	Hold	11,960	–	–	0.11%	110
2020 Q1	$110K	Sell	11,960 -10,271	-46%	-$135K	0.1%	146
2019 Q4	$361K	Buy	+22,231	New	+$360K	0.31%	70

Other funds holding APLE

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wealth Quarterback's APLE Position: Q4 2023 in Review

Wealth Quarterback sold out of Apple Hospitality REIT (APLE) in Q4 2023, closing a stake of 10,898 shares — an estimated $167K sold.

Wealth Quarterback first reported a position in APLE in Q4 2019 and held it in 13 quarters. The position peaked at $361K in Q4 2019. 315 funds tracked by Wall St. Rank hold APLE as of Q4 2023.

Wealth Quarterback reported no remaining Apple Hospitality REIT position as of Q4 2023 after selling out during the quarter.
Wealth Quarterback sold 10,898 Apple Hospitality REIT shares in Q4 2023, an estimated $167K.
Wealth Quarterback first reported a position in Apple Hospitality REIT in Q4 2019 and held it in 13 quarters.
Wealth Quarterback's Apple Hospitality REIT position peaked at $361K in Q4 2019.
315 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q4 2023.

Based on Wealth Quarterback's 13F filing for Q4 2023, filed 13 Feb 2024.