CWC
SHO icon

Carolinas Wealth Consulting’s Sunstone Hotel Investors SHO Stock Holding History

Carolinas Wealth Consulting’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
2020
Q4 		– Sell
-107
Closed -$1K – 1015
2020
Q3 		$1K Buy
107
+41
+62% +$325 ﹤0.01% 879
2020
Q2 		$1K Buy
+66
New +$573 ﹤0.01% 613

Other funds holding SHO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Carolinas Wealth Consulting's SHO Position: Q4 2020 in Review

Carolinas Wealth Consulting sold out of Sunstone Hotel Investors (SHO) in Q4 2020, closing a stake of 107 shares — an estimated $1K sold.

Carolinas Wealth Consulting first reported a position in SHO in Q2 2020 and held it in 2 quarters. The position peaked at $1K in Q3 2020. 184 funds tracked by Wall St. Rank hold SHO as of Q4 2020.

  • Carolinas Wealth Consulting reported no remaining Sunstone Hotel Investors position as of Q4 2020 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 107 Sunstone Hotel Investors shares in Q4 2020, an estimated $1K.
  • Carolinas Wealth Consulting first reported a position in Sunstone Hotel Investors in Q2 2020 and held it in 2 quarters.
  • Carolinas Wealth Consulting's Sunstone Hotel Investors position peaked at $1K in Q3 2020.
  • 184 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2020.

Based on Carolinas Wealth Consulting's 13F filing for Q4 2020, filed 16 Feb 2021.