CPG
AHT

Cornerstone Planning Group’s Ashford Hospitality Trust AHT Stock Holding History

Cornerstone Planning Group’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
2024
Q3 		– Sell
-16
Closed -$148 – 1303
2024
Q2 		$148 Hold
16
– – ﹤0.01% 1191
2024
Q1 		$198 Hold
16
– – ﹤0.01% 1014
2023
Q4 		$308 Hold
16
– – ﹤0.01% 829
2023
Q3 		$380 Hold
16
– – ﹤0.01% 934
2023
Q2 		$593 Buy
+16
New +$601 ﹤0.01% 1441
2022
Q4 		$912 Buy
+16
New +$1.03K ﹤0.01% 1376

Other funds holding AHT

CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return
VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NWA
Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Cornerstone Planning Group's AHT Position: Q3 2024 in Review

Cornerstone Planning Group sold out of Ashford Hospitality Trust (AHT) in Q3 2024, closing a stake of 16 shares — an estimated $148 sold.

Cornerstone Planning Group first reported a position in AHT in Q4 2022 and held it in 6 quarters. The position peaked at $912 in Q4 2022. 44 funds tracked by Wall St. Rank hold AHT as of Q3 2024.

  • Cornerstone Planning Group reported no remaining Ashford Hospitality Trust position as of Q3 2024 after selling out during the quarter.
  • Cornerstone Planning Group sold 16 Ashford Hospitality Trust shares in Q3 2024, an estimated $148.
  • Cornerstone Planning Group first reported a position in Ashford Hospitality Trust in Q4 2022 and held it in 6 quarters.
  • Cornerstone Planning Group's Ashford Hospitality Trust position peaked at $912 in Q4 2022.
  • 44 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q3 2024.

Based on Cornerstone Planning Group's 13F filing for Q3 2024, filed 5 Nov 2024.