CFA
AHT

Carroll Financial Associates’s Ashford Hospitality Trust AHT Stock Holding History

Carroll Financial Associates’s Portfolio AHT Stock Details AHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		$1K Buy
+10
New +$1.25K ﹤0.01% 1522
2021
Q2 		– Sell
-10
Closed -$2K – 1682
2021
Q1 		$2K Buy
+10
New +$3.06K ﹤0.01% 1481

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Carroll Financial Associates's AHT Position: Q4 2021 in Review

Carroll Financial Associates opened a new position in Ashford Hospitality Trust (AHT) in Q4 2021: 10 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1522 among its holdings. This is a return to the name: Carroll Financial Associates previously reported a position in AHT as recently as Q1 2021.

Carroll Financial Associates first reported a position in AHT in Q1 2021 and has held it in 2 quarters since. The position peaked at $2K in Q1 2021. 114 funds tracked by Wall St. Rank hold AHT as of Q4 2021.

  • Carroll Financial Associates held 10 shares of Ashford Hospitality Trust worth $1K as of Q4 2021.
  • Ashford Hospitality Trust was a new Carroll Financial Associates position in Q4 2021.
  • Ashford Hospitality Trust made up ﹤0.01% of Carroll Financial Associates's portfolio in Q4 2021, its #1522 holding.
  • Carroll Financial Associates first reported a position in Ashford Hospitality Trust in Q1 2021 and has held it in 2 quarters since.
  • Carroll Financial Associates's Ashford Hospitality Trust position peaked at $2K in Q1 2021.
  • 114 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.