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Atria Wealth Solutions’s Sunstone Hotel Investors SHO Stock Holding History

Atria Wealth Solutions’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-21,886
Closed -$206K – 2014
2023
Q3 		$206K Buy
+21,886
New +$207K ﹤0.01% 1684

Other funds holding SHO

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
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tarsadia Capital New York $5.64M AUM 15.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Atria Wealth Solutions's SHO Position: Q4 2023 in Review

Atria Wealth Solutions sold out of Sunstone Hotel Investors (SHO) in Q4 2023, closing a stake of 21,886 shares — an estimated $206K sold.

Atria Wealth Solutions first reported a position in SHO in Q3 2023 and held it in 1 quarter. The position peaked at $206K in Q3 2023. 232 funds tracked by Wall St. Rank hold SHO as of Q4 2023.

  • Atria Wealth Solutions reported no remaining Sunstone Hotel Investors position as of Q4 2023 after selling out during the quarter.
  • Atria Wealth Solutions sold 21,886 Sunstone Hotel Investors shares in Q4 2023, an estimated $206K.
  • Atria Wealth Solutions first reported a position in Sunstone Hotel Investors in Q3 2023 and held it in 1 quarter.
  • Atria Wealth Solutions's Sunstone Hotel Investors position peaked at $206K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2023.

Based on Atria Wealth Solutions's 13F filing for Q4 2023, filed 2 Feb 2024.