EWM
BHR

Edge Wealth Management’s Braemar Hotels & Resorts BHR Stock Holding History

Edge Wealth Management’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-6
Closed -$1K – 525
2021
Q3 		$1K Hold
6
– – ﹤0.01% 470
2021
Q2 		$1K Hold
6
– – ﹤0.01% 398
2021
Q1 		$1K Hold
6
– – ﹤0.01% 396
2020
Q4 		$1K Buy
+6
New +$21 ﹤0.01% 342

Other funds holding BHR

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
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
KSCM
King Street Capital Management New York $328M AUM 0.61% 1-Year Est. Return
LGP
Leonard Green & Partners Los Angeles, California $2.77B AUM 3.28% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
PL
Parkwood LLC Cleveland, Ohio $1.13B AUM 32.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RC
Ronit Capital London, United Kingdom $74.3M AUM 13.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Edge Wealth Management's BHR Position: Q4 2021 in Review

Edge Wealth Management sold out of Braemar Hotels & Resorts (BHR) in Q4 2021, closing a stake of 6 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in BHR in Q4 2020 and held it in 4 quarters. The position peaked at $1K in Q3 2021. 134 funds tracked by Wall St. Rank hold BHR as of Q4 2021.

  • Edge Wealth Management reported no remaining Braemar Hotels & Resorts position as of Q4 2021 after selling out during the quarter.
  • Edge Wealth Management sold 6 Braemar Hotels & Resorts shares in Q4 2021, an estimated $1K.
  • Edge Wealth Management first reported a position in Braemar Hotels & Resorts in Q4 2020 and held it in 4 quarters.
  • Edge Wealth Management's Braemar Hotels & Resorts position peaked at $1K in Q3 2021.
  • 134 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q4 2021.

Based on Edge Wealth Management's 13F filing for Q4 2021, filed 14 Jan 2022.