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BerganKDV Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

BerganKDV Wealth Management’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-276
Closed -$4K – 1092
2022
Q3 		$4K Buy
+276
New +$4.97K ﹤0.01% 723
2020
Q1 		– Sell
-236
Closed -$6K – 986
2019
Q4 		$6K Buy
236
+3
+1% +$79 ﹤0.01% 598
2019
Q3 		$6K Buy
+233
New +$6.39K ﹤0.01% 546
2019
Q2 		– Hold
0
– – – 507
2019
Q1 		– Hold
0
– – – 508
2018
Q4 		– Hold
0
– – – 481
2018
Q3 		– Hold
0
– – – 456
2018
Q2 		– Hold
0
– – – 456

Other funds holding PEB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

BerganKDV Wealth Management's PEB Position: Q4 2022 in Review

BerganKDV Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q4 2022, closing a stake of 276 shares — an estimated $4K sold.

BerganKDV Wealth Management first reported a position in PEB in Q3 2019 and held it in 3 quarters. The position peaked at $6K in Q4 2019. 252 funds tracked by Wall St. Rank hold PEB as of Q4 2022.

  • BerganKDV Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q4 2022 after selling out during the quarter.
  • BerganKDV Wealth Management sold 276 Pebblebrook Hotel Trust shares in Q4 2022, an estimated $4K.
  • BerganKDV Wealth Management first reported a position in Pebblebrook Hotel Trust in Q3 2019 and held it in 3 quarters.
  • BerganKDV Wealth Management's Pebblebrook Hotel Trust position peaked at $6K in Q4 2019.
  • 252 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2022.

Based on BerganKDV Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.