AWA
AHT

Arkadios Wealth Advisors’s Ashford Hospitality Trust AHT Stock Holding History

Arkadios Wealth Advisors’s Portfolio AHT Stock Details AHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,505
Closed -$11.3K – 943
2024
Q3 		$11.3K Hold
1,505
– – ﹤0.01% 919
2024
Q2 		$14.6K Buy
1,505
+504
+50% +$6.05K ﹤0.01% 834
2024
Q1 		$13.7K Buy
+1,001
New +$15.4K ﹤0.01% 703

Other funds holding AHT

CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's AHT Position: Q4 2024 in Review

Arkadios Wealth Advisors sold out of Ashford Hospitality Trust (AHT) in Q4 2024, closing a stake of 1,505 shares — an estimated $11.3K sold.

Arkadios Wealth Advisors first reported a position in AHT in Q1 2024 and held it in 3 quarters. The position peaked at $14.6K in Q2 2024. 32 funds tracked by Wall St. Rank hold AHT as of Q4 2024.

  • Arkadios Wealth Advisors reported no remaining Ashford Hospitality Trust position as of Q4 2024 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 1,505 Ashford Hospitality Trust shares in Q4 2024, an estimated $11.3K.
  • Arkadios Wealth Advisors first reported a position in Ashford Hospitality Trust in Q1 2024 and held it in 3 quarters.
  • Arkadios Wealth Advisors's Ashford Hospitality Trust position peaked at $14.6K in Q2 2024.
  • 32 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q4 2024.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2024, filed 15 Jan 2025.