Creative Planning’s Ashford Hospitality Trust AHT Stock Holding History

Creative Planning’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
2021 Q2	–	Sell	-100	Closed	-$30K	–	2067
2021 Q1	$30K	Buy	+100	New	+$30.6K	﹤0.01%	2404
2020 Q2	–	Sell	-20	Closed	-$15K	–	2016
2020 Q1	$15K	Buy	+20	New	+$41.6K	﹤0.01%	1746
2017 Q3	–	Sell	-3	Closed	-$19K	–	1922
2017 Q2	$19K	Sell	3 -1	-25%	-$6.25K	﹤0.01%	3210
2017 Q1	$25K	Buy	4 +1	+33%	+$7.02K	﹤0.01%	2968
2016 Q4	$25K	Buy	+3	New	+$19.6K	﹤0.01%	2917
2016 Q2	–	Hold	0	–	-$1K	–	4337
2016 Q1	–	Sell	-8	Closed	-$43.4K	–	4081
2015 Q4	$51K	Sell	8 -1	-11%	-$6.6K	﹤0.01%	2101
2015 Q3	$53K	Buy	+9	New	+$71.7K	﹤0.01%	1998
2014 Q2	–	Sell	-1	Closed	-$6K	–	3757
2014 Q1	$6K	Hold	1	–	–	﹤0.01%	2979
2013 Q4	$4K	Buy	+1	New	+$7.87K	﹤0.01%	2890
2013 Q3	–	Sell	-3	Closed	-$23K	–	3197
2013 Q2	$23K	Buy	+3	New	+$24K	﹤0.01%	1836

Other funds holding AHT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Creative Planning's AHT Position: Q2 2021 in Review

Creative Planning sold out of Ashford Hospitality Trust (AHT) in Q2 2021, closing a stake of 100 shares — an estimated $30K sold.

Creative Planning first reported a position in AHT in Q2 2013 and held it in 10 quarters. The position peaked at $53K in Q3 2015. 125 funds tracked by Wall St. Rank hold AHT as of Q2 2021.

Creative Planning reported no remaining Ashford Hospitality Trust position as of Q2 2021 after selling out during the quarter.
Creative Planning sold 100 Ashford Hospitality Trust shares in Q2 2021, an estimated $30K.
Creative Planning first reported a position in Ashford Hospitality Trust in Q2 2013 and held it in 10 quarters.
Creative Planning's Ashford Hospitality Trust position peaked at $53K in Q3 2015.
125 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q2 2021.

Based on Creative Planning's 13F filing for Q2 2021, filed 4 Aug 2021.