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Clearview Wealth Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Clearview Wealth Advisors’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
2023
Q4 		– Sell
-34,449
Closed -$322K – 129
2023
Q3 		$322K Buy
+34,449
New +$326K 0.4% 82

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TC
Tarsadia Capital New York $5.64M AUM 15.7% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Clearview Wealth Advisors's SHO Position: Q4 2023 in Review

Clearview Wealth Advisors sold out of Sunstone Hotel Investors (SHO) in Q4 2023, closing a stake of 34,449 shares — an estimated $322K sold.

Clearview Wealth Advisors first reported a position in SHO in Q3 2023 and held it in 1 quarter. The position peaked at $322K in Q3 2023. 232 funds tracked by Wall St. Rank hold SHO as of Q4 2023.

  • Clearview Wealth Advisors reported no remaining Sunstone Hotel Investors position as of Q4 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 34,449 Sunstone Hotel Investors shares in Q4 2023, an estimated $322K.
  • Clearview Wealth Advisors first reported a position in Sunstone Hotel Investors in Q3 2023 and held it in 1 quarter.
  • Clearview Wealth Advisors's Sunstone Hotel Investors position peaked at $322K in Q3 2023.
  • 232 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2023.

Based on Clearview Wealth Advisors's 13F filing for Q4 2023, filed 12 Jan 2024.