Capital Advisors Ltd’s Sotherly Hotels SOHO Stock Holding History

Capital Advisors Ltd’s Portfolio SOHO Stock Details SOHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-171	Closed	–	–	1566
2024 Q3	$0	Buy	+171	New	+$210	﹤0.01%	1596

Other funds holding SOHO

GCM

Gator Capital Management Tampa, Florida $477M AUM 48.6% 1-Year Est. Return

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

GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return

Repertoire Partners New York $143M AUM 28.83% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

TDC

Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Capital Advisors Ltd's SOHO Position: Q4 2024 in Review

Capital Advisors Ltd sold out of Sotherly Hotels (SOHO) in Q4 2024, closing a stake of 171 shares.

Capital Advisors Ltd first reported a position in SOHO in Q3 2024 and held it in 1 quarter. The position peaked at $0 in Q3 2024. 27 funds tracked by Wall St. Rank hold SOHO as of Q4 2024.

Capital Advisors Ltd reported no remaining Sotherly Hotels position as of Q4 2024 after selling out during the quarter.
Capital Advisors Ltd sold 171 Sotherly Hotels shares in Q4 2024.
Capital Advisors Ltd first reported a position in Sotherly Hotels in Q3 2024 and held it in 1 quarter.
Capital Advisors Ltd's Sotherly Hotels position peaked at $0 in Q3 2024.
27 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2024.

Based on Capital Advisors Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.