AWM
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Accurate Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Accurate 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
2023
Q1 		– Sell
-110
Closed -$1.5K – 1067
2022
Q4 		$1.5K Buy
+110
New +$1.68K ﹤0.01% 1270

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Accurate Wealth Management's PEB Position: Q1 2023 in Review

Accurate Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q1 2023, closing a stake of 110 shares — an estimated $1.5K sold.

Accurate Wealth Management first reported a position in PEB in Q4 2022 and held it in 1 quarter. The position peaked at $1.5K in Q4 2022. 243 funds tracked by Wall St. Rank hold PEB as of Q1 2023.

  • Accurate Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 110 Pebblebrook Hotel Trust shares in Q1 2023, an estimated $1.5K.
  • Accurate Wealth Management first reported a position in Pebblebrook Hotel Trust in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Pebblebrook Hotel Trust position peaked at $1.5K in Q4 2022.
  • 243 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.