Evoke Wealth’s Pebblebrook Hotel Trust PEB Stock Holding History

Evoke Wealth’s Portfolio PEB Stock Details PEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-691	Closed	-$10K	–	910
2022 Q3	$10K	Sell	691 -88	-11%	-$1.58K	﹤0.01%	755
2022 Q2	$13K	Sell	779 -302	-28%	-$6.67K	﹤0.01%	735
2022 Q1	$26K	Hold	1,081	–	–	﹤0.01%	614
2021 Q4	$24K	Hold	1,081	–	–	﹤0.01%	654
2021 Q3	$24K	Hold	1,081	–	–	﹤0.01%	612
2021 Q2	$25K	Hold	1,081	–	–	﹤0.01%	619
2021 Q1	$26K	Hold	1,081	–	–	﹤0.01%	544
2020 Q4	$20K	Buy	1,081 +570	+112%	+$9.22K	﹤0.01%	501
2020 Q3	$6K	Buy	511 +24	+5%	+$288	﹤0.01%	635
2020 Q2	$7K	Buy	487 +421	+638%	+$5.21K	﹤0.01%	605
2020 Q1	$719	Sell	66 -782	-92%	-$15.9K	﹤0.01%	979
2019 Q4	$23.1K	Buy	848 +357	+73%	+$9.41K	﹤0.01%	559
2019 Q3	$13.8K	Buy	+491	New	+$13.5K	﹤0.01%	749

Other funds holding PEB

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

Evoke Wealth's PEB Position: Q4 2022 in Review

Evoke Wealth sold out of Pebblebrook Hotel Trust (PEB) in Q4 2022, closing a stake of 691 shares — an estimated $10K sold.

Evoke Wealth first reported a position in PEB in Q3 2019 and held it in 13 quarters. The position peaked at $26K in Q1 2022. 252 funds tracked by Wall St. Rank hold PEB as of Q4 2022.

Evoke Wealth reported no remaining Pebblebrook Hotel Trust position as of Q4 2022 after selling out during the quarter.
Evoke Wealth sold 691 Pebblebrook Hotel Trust shares in Q4 2022, an estimated $10K.
Evoke Wealth first reported a position in Pebblebrook Hotel Trust in Q3 2019 and held it in 13 quarters.
Evoke Wealth's Pebblebrook Hotel Trust position peaked at $26K in Q1 2022.
252 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2022.

Based on Evoke Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.