EverSource Wealth Advisors’s Ashford Hospitality Trust AHT Stock Holding History

EverSource Wealth Advisors’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 Q2	–	Sell	-39	Closed	-$459	–	3063
2024 Q1	$459	Buy	39 +16	+70%	+$247	﹤0.01%	2746
2023 Q4	$437	Buy	+23	New	+$506	﹤0.01%	2548
2022 Q1	–	Sell	-18	Closed	-$2K	–	1695
2021 Q4	$2K	Buy	+18	New	+$2.24K	﹤0.01%	1495

Other funds holding AHT

CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return

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

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

NWA

Navis Wealth Advisors Rye Brook, New York $196M AUM 33.05% 1-Year Est. Return

EverSource Wealth Advisors's AHT Position: Q2 2024 in Review

EverSource Wealth Advisors sold out of Ashford Hospitality Trust (AHT) in Q2 2024, closing a stake of 39 shares — an estimated $459 sold.

EverSource Wealth Advisors first reported a position in AHT in Q4 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 63 funds tracked by Wall St. Rank hold AHT as of Q2 2024.

EverSource Wealth Advisors reported no remaining Ashford Hospitality Trust position as of Q2 2024 after selling out during the quarter.
EverSource Wealth Advisors sold 39 Ashford Hospitality Trust shares in Q2 2024, an estimated $459.
EverSource Wealth Advisors first reported a position in Ashford Hospitality Trust in Q4 2021 and held it in 3 quarters.
EverSource Wealth Advisors's Ashford Hospitality Trust position peaked at $2K in Q4 2021.
63 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q2 2024.

Based on EverSource Wealth Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.