AWA
INN

Arkadios Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

Arkadios Wealth Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-750
Closed -$7K – 1163
2021
Q3 		$7K Hold
750
– – ﹤0.01% 1523
2021
Q2 		$7K Hold
750
– – ﹤0.01% 1628
2021
Q1 		$7K Hold
750
– – ﹤0.01% 1284
2020
Q4 		$6K Buy
+750
New +$5.55K ﹤0.01% 1077

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State Street
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Jennison Associates
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
H2CM
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Arkadios Wealth Advisors's INN Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Summit Hotel Properties (INN) in Q4 2021, closing a stake of 750 shares — an estimated $7K sold.

Arkadios Wealth Advisors first reported a position in INN in Q4 2020 and held it in 4 quarters. The position peaked at $7K in Q3 2021. 213 funds tracked by Wall St. Rank hold INN as of Q4 2021.

  • Arkadios Wealth Advisors reported no remaining Summit Hotel Properties position as of Q4 2021 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 750 Summit Hotel Properties shares in Q4 2021, an estimated $7K.
  • Arkadios Wealth Advisors first reported a position in Summit Hotel Properties in Q4 2020 and held it in 4 quarters.
  • Arkadios Wealth Advisors's Summit Hotel Properties position peaked at $7K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.