EWM
AHT

Evermay Wealth Management’s Ashford Hospitality Trust AHT Stock Holding History

Evermay Wealth Management’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
-4
Closed -$34 – 590
2024
Q2 		$34 Hold
4
– – ﹤0.01% 606
2024
Q1 		$48 Buy
+4
New +$62 ﹤0.01% 607

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

Evermay Wealth Management's AHT Position: Q3 2024 in Review

Evermay Wealth Management sold out of Ashford Hospitality Trust (AHT) in Q3 2024, closing a stake of 4 shares — an estimated $34 sold.

Evermay Wealth Management first reported a position in AHT in Q1 2024 and held it in 2 quarters. The position peaked at $48 in Q1 2024. 44 funds tracked by Wall St. Rank hold AHT as of Q3 2024.

  • Evermay Wealth Management reported no remaining Ashford Hospitality Trust position as of Q3 2024 after selling out during the quarter.
  • Evermay Wealth Management sold 4 Ashford Hospitality Trust shares in Q3 2024, an estimated $34.
  • Evermay Wealth Management first reported a position in Ashford Hospitality Trust in Q1 2024 and held it in 2 quarters.
  • Evermay Wealth Management's Ashford Hospitality Trust position peaked at $48 in Q1 2024.
  • 44 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q3 2024.

Based on Evermay Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.