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FDx Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

FDx Advisors’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
2021
Q2 		– Sell
-12,644
Closed -$307K – 851
2021
Q1 		$307K Sell
12,644
-78
-0.6% -$1.71K 0.01% 620
2020
Q4 		$239K Buy
12,722
+1,035
+9% +$16.7K 0.01% 636
2020
Q3 		$146K Buy
+11,687
New +$140K 0.01% 587

Other funds holding PEB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return

FDx Advisors's PEB Position: Q2 2021 in Review

FDx Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q2 2021, closing a stake of 12,644 shares — an estimated $307K sold.

FDx Advisors first reported a position in PEB in Q3 2020 and held it in 3 quarters. The position peaked at $307K in Q1 2021. 234 funds tracked by Wall St. Rank hold PEB as of Q2 2021.

  • FDx Advisors reported no remaining Pebblebrook Hotel Trust position as of Q2 2021 after selling out during the quarter.
  • FDx Advisors sold 12,644 Pebblebrook Hotel Trust shares in Q2 2021, an estimated $307K.
  • FDx Advisors first reported a position in Pebblebrook Hotel Trust in Q3 2020 and held it in 3 quarters.
  • FDx Advisors's Pebblebrook Hotel Trust position peaked at $307K in Q1 2021.
  • 234 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2021.

Based on FDx Advisors's 13F filing for Q2 2021, filed 5 Aug 2021.