Advisory Services Network’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Advisory Services Network’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-575	Closed	-$5K	–	3116
2020 Q4	$5K	Sell	575 -3,413	-86%	-$23.3K	﹤0.01%	2746
2020 Q3	$22K	Buy	+3,988	New	+$23.5K	﹤0.01%	2050
2020 Q2	–	Sell	-1,542	Closed	-$5K	–	2896
2020 Q1	$5K	Buy	1,542 +967	+168%	+$10.5K	﹤0.01%	2509
2019 Q4	$8K	Hold	575	–	–	﹤0.01%	2468
2019 Q3	$10K	Hold	575	–	–	﹤0.01%	2173
2019 Q2	$10K	Buy	+575	New	+$10.2K	﹤0.01%	2171
2018 Q2	–	Sell	-2,648	Closed	-$47K	–	2736
2018 Q1	$47K	Hold	2,648	–	–	﹤0.01%	1349
2017 Q4	$46K	Sell	2,648 -601	-18%	-$10.8K	﹤0.01%	1317
2017 Q3	$61K	Hold	3,249	–	–	0.01%	1030
2017 Q2	$60K	Buy	3,249 +445	+16%	+$8.36K	0.01%	997
2017 Q1	$53K	Buy	+2,804	New	+$56.2K	0.01%	982

Other funds holding HT

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

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Advisory Services Network's HT Position: Q1 2021 in Review

Advisory Services Network sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q1 2021, closing a stake of 575 shares — an estimated $5K sold.

Advisory Services Network first reported a position in HT in Q1 2017 and held it in 11 quarters. The position peaked at $61K in Q3 2017. 144 funds tracked by Wall St. Rank hold HT as of Q1 2021.

Advisory Services Network reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q1 2021 after selling out during the quarter.
Advisory Services Network sold 575 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q1 2021, an estimated $5K.
Advisory Services Network first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q1 2017 and held it in 11 quarters.
Advisory Services Network's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $61K in Q3 2017.
144 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q1 2021.

Based on Advisory Services Network's 13F filing for Q1 2021, filed 24 May 2021.