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Abound Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Abound Wealth Management’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16
Closed -$212 – 1321
2024
Q3 		$212 Sell
16
-6
-27% -$79 ﹤0.01% 1127
2024
Q2 		$303 Sell
22
-4
-15% -$58 ﹤0.01% 979
2024
Q1 		$401 Hold
26
– – ﹤0.01% 992
2023
Q4 		$416 Buy
+26
New +$346 ﹤0.01% 1006

Other funds holding PEB

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Abound Wealth Management's PEB Position: Q4 2024 in Review

Abound Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q4 2024, closing a stake of 16 shares — an estimated $212 sold.

Abound Wealth Management first reported a position in PEB in Q4 2023 and held it in 4 quarters. The position peaked at $416 in Q4 2023. 271 funds tracked by Wall St. Rank hold PEB as of Q4 2024.

  • Abound Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q4 2024 after selling out during the quarter.
  • Abound Wealth Management sold 16 Pebblebrook Hotel Trust shares in Q4 2024, an estimated $212.
  • Abound Wealth Management first reported a position in Pebblebrook Hotel Trust in Q4 2023 and held it in 4 quarters.
  • Abound Wealth Management's Pebblebrook Hotel Trust position peaked at $416 in Q4 2023.
  • 271 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2024.

Based on Abound Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.