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Coppell Advisory Solutions’s Pebblebrook Hotel Trust PEB Stock Holding History

Coppell Advisory Solutions’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
-100
Closed -$1.38K – 1942
2024
Q2 		$1.38K Buy
+100
New +$1.46K ﹤0.01% 1446
2023
Q4 		$1.6K Hold
100
– – ﹤0.01% 1331
2023
Q3 		$1.34K Hold
100
– – ﹤0.01% 905
2023
Q2 		$1.4K Buy
+100
New +$1.4K ﹤0.01% 1075
2023
Q1 		– Sell
-100
Closed -$1.34K – 809
2022
Q4 		$1.34K Buy
+100
New +$1.53K ﹤0.01% 907

Other funds holding PEB

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's PEB Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Pebblebrook Hotel Trust (PEB) in Q3 2024, closing a stake of 100 shares — an estimated $1.38K sold.

Coppell Advisory Solutions first reported a position in PEB in Q4 2022 and held it in 5 quarters. The position peaked at $1.6K in Q4 2023. 253 funds tracked by Wall St. Rank hold PEB as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Pebblebrook Hotel Trust position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 100 Pebblebrook Hotel Trust shares in Q3 2024, an estimated $1.38K.
  • Coppell Advisory Solutions first reported a position in Pebblebrook Hotel Trust in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's Pebblebrook Hotel Trust position peaked at $1.6K in Q4 2023.
  • 253 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.