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Concord Wealth Partners’s Pebblebrook Hotel Trust PEB Stock Holding History

Concord Wealth Partners’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6
Closed -$88 – 1006
2024
Q2 		$88 Buy
+6
New +$87 ﹤0.01% 810

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Concord Wealth Partners's PEB Position: Q3 2024 in Review

Concord Wealth Partners sold out of Pebblebrook Hotel Trust (PEB) in Q3 2024, closing a stake of 6 shares — an estimated $88 sold.

Concord Wealth Partners first reported a position in PEB in Q2 2024 and held it in 1 quarter. The position peaked at $88 in Q2 2024. 253 funds tracked by Wall St. Rank hold PEB as of Q3 2024.

  • Concord Wealth Partners reported no remaining Pebblebrook Hotel Trust position as of Q3 2024 after selling out during the quarter.
  • Concord Wealth Partners sold 6 Pebblebrook Hotel Trust shares in Q3 2024, an estimated $88.
  • Concord Wealth Partners first reported a position in Pebblebrook Hotel Trust in Q2 2024 and held it in 1 quarter.
  • Concord Wealth Partners's Pebblebrook Hotel Trust position peaked at $88 in Q2 2024.
  • 253 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2024.

Based on Concord Wealth Partners's 13F filing for Q3 2024, filed 24 Oct 2024.