Carson Wealth (CWM LLC)
HT

Carson Wealth (CWM LLC)’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio HT Stock Details HT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed – – 4553
2023
Q1 		$0 Sell
1
-63
-98% -$511 ﹤0.01% 4430
2022
Q4 		$1K Buy
64
+14
+28% +$126 ﹤0.01% 3917
2022
Q3 		$0 Sell
50
-702
-93% -$7K ﹤0.01% 4269
2022
Q2 		$7K Buy
752
+77
+11% +$771 ﹤0.01% 2840
2022
Q1 		$6K Buy
675
+366
+118% +$3.38K ﹤0.01% 2799
2021
Q4 		$3K Buy
+309
New +$2.92K ﹤0.01% 3062

Other funds holding HT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
IECM
Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Carson Wealth (CWM LLC)'s HT Position: Q2 2023 in Review

Carson Wealth (CWM LLC) sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q2 2023, closing a stake of 1 share.

Carson Wealth (CWM LLC) first reported a position in HT in Q4 2021 and held it in 6 quarters. The position peaked at $7K in Q2 2022. 137 funds tracked by Wall St. Rank hold HT as of Q2 2023.

  • Carson Wealth (CWM LLC) reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q2 2023 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 1 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest share in Q2 2023.
  • Carson Wealth (CWM LLC) first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q4 2021 and held it in 6 quarters.
  • Carson Wealth (CWM LLC)'s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $7K in Q2 2022.
  • 137 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q2 2023.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2023, filed 3 Aug 2023.