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Avior Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Avior Wealth Management’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-626
Closed -$9.65K – 3302
2024
Q1 		$9.65K Buy
+626
New +$9.86K ﹤0.01% 1889
2023
Q2 		– Sell
-355
Closed -$4.95K – 1648
2023
Q1 		$4.98K Buy
+355
New +$5.18K ﹤0.01% 1202

Other funds holding PEB

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Avior Wealth Management's PEB Position: Q2 2024 in Review

Avior Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q2 2024, closing a stake of 626 shares — an estimated $9.65K sold.

Avior Wealth Management first reported a position in PEB in Q1 2023 and held it in 2 quarters. The position peaked at $9.65K in Q1 2024. 244 funds tracked by Wall St. Rank hold PEB as of Q2 2024.

  • Avior Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 626 Pebblebrook Hotel Trust shares in Q2 2024, an estimated $9.65K.
  • Avior Wealth Management first reported a position in Pebblebrook Hotel Trust in Q1 2023 and held it in 2 quarters.
  • Avior Wealth Management's Pebblebrook Hotel Trust position peaked at $9.65K in Q1 2024.
  • 244 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.