BDO Wealth Advisors’s Sunstone Hotel Investors SHO Stock Holding History

BDO Wealth Advisors’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
2023 Q2	$4.45K	Hold	440	–	–	﹤0.01%	780
2023 Q1	$4.35K	Hold	440	–	–	﹤0.01%	813
2022 Q4	$4.25K	Hold	440	–	–	﹤0.01%	785
2022 Q3	$4K	Buy	+440	New	+$4.76K	﹤0.01%	858
2019 Q4	–	Sell	-250	Closed	-$3K	–	632
2019 Q3	$3K	Hold	250	–	–	﹤0.01%	583
2019 Q2	$3K	Hold	250	–	–	﹤0.01%	569
2019 Q1	$4K	Buy	+250	New	+$3.6K	﹤0.01%	514

Other funds holding SHO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RIM

Rush Island Management New York $1.49B AUM 4.65% 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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

BDO Wealth Advisors held its Sunstone Hotel Investors (SHO) position steady in Q2 2023 at 440 shares worth $4.45K. The position accounts for ﹤0.01% of the portfolio, ranked #780.

BDO Wealth Advisors first reported a position in SHO in Q1 2019 and has held it in 7 quarters since. 227 funds tracked by Wall St. Rank hold SHO as of Q2 2023.

BDO Wealth Advisors held 440 shares of Sunstone Hotel Investors worth $4.45K as of Q2 2023.
BDO Wealth Advisors left its Sunstone Hotel Investors share count unchanged in Q2 2023.
Sunstone Hotel Investors made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #780 holding.
BDO Wealth Advisors first reported a position in Sunstone Hotel Investors in Q1 2019 and has held it in 7 quarters since.
227 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2023.

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