BWA
INN

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

BDO 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
Q2 		– Sell
-129
Closed -$1K – 1156
2021
Q1 		$1K Hold
129
– – ﹤0.01% 1076
2020
Q4 		$1K Hold
129
– – ﹤0.01% 854
2020
Q3 		$1K Buy
+129
New +$729 ﹤0.01% 776

Other funds holding INN

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BDO Wealth Advisors's INN Position: Q2 2021 in Review

BDO Wealth Advisors sold out of Summit Hotel Properties (INN) in Q2 2021, closing a stake of 129 shares — an estimated $1K sold.

BDO Wealth Advisors first reported a position in INN in Q3 2020 and held it in 3 quarters. The position peaked at $1K in Q1 2021. 217 funds tracked by Wall St. Rank hold INN as of Q2 2021.

  • BDO Wealth Advisors reported no remaining Summit Hotel Properties position as of Q2 2021 after selling out during the quarter.
  • BDO Wealth Advisors sold 129 Summit Hotel Properties shares in Q2 2021, an estimated $1K.
  • BDO Wealth Advisors first reported a position in Summit Hotel Properties in Q3 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's Summit Hotel Properties position peaked at $1K in Q1 2021.
  • 217 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2021.

Based on BDO Wealth Advisors's 13F filing for Q2 2021, filed 3 Sep 2021.