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Avior Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-305
Closed -$3.61K – 2049
2024
Q4 		$3.61K Buy
+305
New +$3.33K ﹤0.01% 1974
2024
Q2 		– Sell
-42
Closed -$467 – 3487
2024
Q1 		$467 Buy
+42
New +$459 ﹤0.01% 2589

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Avior Wealth Management's SHO Position: Q1 2025 in Review

Avior Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q1 2025, closing a stake of 305 shares — an estimated $3.61K sold.

Avior Wealth Management first reported a position in SHO in Q1 2024 and held it in 2 quarters. The position peaked at $3.61K in Q4 2024. 237 funds tracked by Wall St. Rank hold SHO as of Q1 2025.

  • Avior Wealth Management reported no remaining Sunstone Hotel Investors position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 305 Sunstone Hotel Investors shares in Q1 2025, an estimated $3.61K.
  • Avior Wealth Management first reported a position in Sunstone Hotel Investors in Q1 2024 and held it in 2 quarters.
  • Avior Wealth Management's Sunstone Hotel Investors position peaked at $3.61K in Q4 2024.
  • 237 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.