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Abound Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Abound Wealth Management’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-36
Closed -$402 – 1290
2024
Q1 		$402 Hold
36
– – ﹤0.01% 991
2023
Q4 		$387 Hold
36
– – ﹤0.01% 1040
2023
Q3 		$337 Hold
36
– – ﹤0.01% 967
2023
Q2 		$365 Buy
+36
New +$359 ﹤0.01% 970

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BlackRock
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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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Abound Wealth Management's SHO Position: Q2 2024 in Review

Abound Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q2 2024, closing a stake of 36 shares — an estimated $402 sold.

Abound Wealth Management first reported a position in SHO in Q2 2023 and held it in 4 quarters. The position peaked at $402 in Q1 2024. 241 funds tracked by Wall St. Rank hold SHO as of Q2 2024.

  • Abound Wealth Management reported no remaining Sunstone Hotel Investors position as of Q2 2024 after selling out during the quarter.
  • Abound Wealth Management sold 36 Sunstone Hotel Investors shares in Q2 2024, an estimated $402.
  • Abound Wealth Management first reported a position in Sunstone Hotel Investors in Q2 2023 and held it in 4 quarters.
  • Abound Wealth Management's Sunstone Hotel Investors position peaked at $402 in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2024.

Based on Abound Wealth Management's 13F filing for Q2 2024, filed 9 Aug 2024.