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WealthShield Partners’s Apple Hospitality REIT APLE Stock Holding History

WealthShield Partners’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
2021
Q3 		– Sell
-1,600
Closed -$24K – 265
2021
Q2 		$24K Hold
1,600
– – ﹤0.01% 617
2021
Q1 		$23K Buy
+1,600
New +$22.2K ﹤0.01% 633

Other funds holding APLE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MAC
Monarch Alternative Capital New York $1.63B AUM 125.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

WealthShield Partners's APLE Position: Q3 2021 in Review

WealthShield Partners sold out of Apple Hospitality REIT (APLE) in Q3 2021, closing a stake of 1,600 shares — an estimated $24K sold.

WealthShield Partners first reported a position in APLE in Q1 2021 and held it in 2 quarters. The position peaked at $24K in Q2 2021. 241 funds tracked by Wall St. Rank hold APLE as of Q3 2021.

  • WealthShield Partners reported no remaining Apple Hospitality REIT position as of Q3 2021 after selling out during the quarter.
  • WealthShield Partners sold 1,600 Apple Hospitality REIT shares in Q3 2021, an estimated $24K.
  • WealthShield Partners first reported a position in Apple Hospitality REIT in Q1 2021 and held it in 2 quarters.
  • WealthShield Partners's Apple Hospitality REIT position peaked at $24K in Q2 2021.
  • 241 funds tracked by Wall St. Rank held Apple Hospitality REIT as of Q3 2021.

Based on WealthShield Partners's 13F filing for Q3 2021, filed 12 Nov 2021.