BHWM
BHR

Beaird Harris Wealth Management’s Braemar Hotels & Resorts BHR Stock Holding History

Beaird Harris Wealth Management’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-151
Closed -$386 – 535
2024
Q2 		$386 Buy
+151
New +$398 ﹤0.01% 637

Other funds holding BHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beaird Harris Wealth Management's BHR Position: Q3 2024 in Review

Beaird Harris Wealth Management sold out of Braemar Hotels & Resorts (BHR) in Q3 2024, closing a stake of 151 shares — an estimated $386 sold.

Beaird Harris Wealth Management first reported a position in BHR in Q2 2024 and held it in 1 quarter. The position peaked at $386 in Q2 2024. 117 funds tracked by Wall St. Rank hold BHR as of Q3 2024.

  • Beaird Harris Wealth Management reported no remaining Braemar Hotels & Resorts position as of Q3 2024 after selling out during the quarter.
  • Beaird Harris Wealth Management sold 151 Braemar Hotels & Resorts shares in Q3 2024, an estimated $386.
  • Beaird Harris Wealth Management first reported a position in Braemar Hotels & Resorts in Q2 2024 and held it in 1 quarter.
  • Beaird Harris Wealth Management's Braemar Hotels & Resorts position peaked at $386 in Q2 2024.
  • 117 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q3 2024.

Based on Beaird Harris Wealth Management's 13F filing for Q3 2024, filed 2 Dec 2024.