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BDO Wealth Advisors’s RLJ Lodging Trust RLJ Stock Holding History

BDO Wealth Advisors’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-2,000
Closed -$17K – 986
2020
Q3 		$17K Hold
2,000
– – ﹤0.01% 441
2020
Q2 		$19K Hold
2,000
– – ﹤0.01% 434
2020
Q1 		$15K Buy
+2,000
New +$26.9K ﹤0.01% 498

Other funds holding RLJ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's RLJ Position: Q4 2020 in Review

BDO Wealth Advisors sold out of RLJ Lodging Trust (RLJ) in Q4 2020, closing a stake of 2,000 shares — an estimated $17K sold.

BDO Wealth Advisors first reported a position in RLJ in Q1 2020 and held it in 3 quarters. The position peaked at $19K in Q2 2020. 178 funds tracked by Wall St. Rank hold RLJ as of Q4 2020.

  • BDO Wealth Advisors reported no remaining RLJ Lodging Trust position as of Q4 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,000 RLJ Lodging Trust shares in Q4 2020, an estimated $17K.
  • BDO Wealth Advisors first reported a position in RLJ Lodging Trust in Q1 2020 and held it in 3 quarters.
  • BDO Wealth Advisors's RLJ Lodging Trust position peaked at $19K in Q2 2020.
  • 178 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q4 2020.

Based on BDO Wealth Advisors's 13F filing for Q4 2020, filed 12 Feb 2021.