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Capital Asset Advisory Services’s Sunstone Hotel Investors SHO Stock Holding History

Capital Asset Advisory Services’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
2021
Q1 		– Sell
-1,159
Closed -$13K – 1354
2020
Q4 		$13K Buy
+1,159
New +$11.1K ﹤0.01% 1023

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Vaughan Nelson Investment Management
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Capital Asset Advisory Services's SHO Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Sunstone Hotel Investors (SHO) in Q1 2021, closing a stake of 1,159 shares — an estimated $13K sold.

Capital Asset Advisory Services first reported a position in SHO in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 196 funds tracked by Wall St. Rank hold SHO as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Sunstone Hotel Investors position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 1,159 Sunstone Hotel Investors shares in Q1 2021, an estimated $13K.
  • Capital Asset Advisory Services first reported a position in Sunstone Hotel Investors in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Sunstone Hotel Investors position peaked at $13K in Q4 2020.
  • 196 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.