BDO Wealth Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

BDO Wealth Advisors’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	$609	Hold	100	–	–	﹤0.01%	924
2023 Q1	$672	Hold	100	–	–	﹤0.01%	983
2022 Q4	$852	Hold	100	–	–	﹤0.01%	914
2022 Q3	$1K	Hold	100	–	–	﹤0.01%	1011
2022 Q2	$1K	Hold	100	–	–	﹤0.01%	1029
2022 Q1	$1K	Hold	100	–	–	﹤0.01%	1046
2021 Q4	$1K	Hold	100	–	–	﹤0.01%	1079
2021 Q3	$1K	Sell	100 -1,000	-91%	-$9.49K	﹤0.01%	1042
2021 Q2	$12K	Hold	1,100	–	–	﹤0.01%	731
2021 Q1	$12K	Hold	1,100	–	–	﹤0.01%	717
2020 Q4	$9K	Sell	1,100 -150	-12%	-$1.02K	﹤0.01%	564
2020 Q3	$7K	Hold	1,250	–	–	﹤0.01%	534
2020 Q2	$7K	Hold	1,250	–	–	﹤0.01%	538
2020 Q1	$4K	Buy	+1,250	New	+$13.6K	﹤0.01%	636

Other funds holding HT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Prudential Financial Newark, New Jersey $91.8B AUM 38.24% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $27.8B AUM 46.46% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $967M AUM 94.27% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BDO Wealth Advisors's HT Position: Q2 2023 in Review

BDO Wealth Advisors held its Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) position steady in Q2 2023 at 100 shares worth $609. The position accounts for ﹤0.01% of the portfolio, ranked #924.

BDO Wealth Advisors first reported a position in HT in Q1 2020 and has held it in 14 quarters since. The position peaked at $12K in Q2 2021. 137 funds tracked by Wall St. Rank hold HT as of Q2 2023.

BDO Wealth Advisors held 100 shares of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest worth $609 as of Q2 2023.
BDO Wealth Advisors left its Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest share count unchanged in Q2 2023.
Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #924 holding.
BDO Wealth Advisors first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q1 2020 and has held it in 14 quarters since.
BDO Wealth Advisors's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $12K in Q2 2021.
137 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.