CPA
INN

Capital Performance Advisors’s Summit Hotel Properties INN Stock Holding History

Capital Performance Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-162
Closed -$1.11K – 1357
2024
Q3 		$1.11K Buy
+162
New +$1.03K ﹤0.01% 1855

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H2CM
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Jennison Associates
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State Street
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N
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Capital Performance Advisors's INN Position: Q4 2024 in Review

Capital Performance Advisors sold out of Summit Hotel Properties (INN) in Q4 2024, closing a stake of 162 shares — an estimated $1.11K sold.

Capital Performance Advisors first reported a position in INN in Q3 2024 and held it in 1 quarter. The position peaked at $1.11K in Q3 2024. 210 funds tracked by Wall St. Rank hold INN as of Q4 2024.

  • Capital Performance Advisors reported no remaining Summit Hotel Properties position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 162 Summit Hotel Properties shares in Q4 2024, an estimated $1.11K.
  • Capital Performance Advisors first reported a position in Summit Hotel Properties in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Summit Hotel Properties position peaked at $1.11K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.