AFS
BHR

AFG Fiduciary Services’s Braemar Hotels & Resorts BHR Stock Holding History

AFG Fiduciary Services’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,000
Closed -$37.4K – 85
2023
Q4 		$37.4K Hold
15,000
– – 0.03% 79
2023
Q3 		$41.3K Hold
15,000
– – 0.04% 69
2023
Q2 		$57.1K Hold
15,000
– – 0.04% 79
2023
Q1 		$57.9K Buy
+15,000
New +$69.9K 0.05% 72

Other funds holding BHR

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AFG Fiduciary Services's BHR Position: Q1 2024 in Review

AFG Fiduciary Services sold out of Braemar Hotels & Resorts (BHR) in Q1 2024, closing a stake of 15,000 shares — an estimated $37.4K sold.

AFG Fiduciary Services first reported a position in BHR in Q1 2023 and held it in 4 quarters. The position peaked at $57.9K in Q1 2023. 107 funds tracked by Wall St. Rank hold BHR as of Q1 2024.

  • AFG Fiduciary Services reported no remaining Braemar Hotels & Resorts position as of Q1 2024 after selling out during the quarter.
  • AFG Fiduciary Services sold 15,000 Braemar Hotels & Resorts shares in Q1 2024, an estimated $37.4K.
  • AFG Fiduciary Services first reported a position in Braemar Hotels & Resorts in Q1 2023 and held it in 4 quarters.
  • AFG Fiduciary Services's Braemar Hotels & Resorts position peaked at $57.9K in Q1 2023.
  • 107 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2024.

Based on AFG Fiduciary Services's 13F filing for Q1 2024, filed 15 Apr 2024.