Fidelity Investments
SOHO

Fidelity Investments’s Sotherly Hotels SOHO Stock Holding History

Fidelity Investments’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1
Closed -$1 – 5694
2023
Q4 		$1 Buy
+1
New +$2 ﹤0.01% 5415
2021
Q1 		– Sell
-1
Closed – – 4495
2020
Q4 		$0 Buy
+1
New +$2 ﹤0.01% 4254
2020
Q1 		– Sell
-202
Closed -$1K – 4218
2019
Q4 		$1K Hold
202
– – ﹤0.01% 3689
2019
Q3 		$1K Hold
202
– – ﹤0.01% 3679
2019
Q2 		$1K Hold
202
– – ﹤0.01% 3641
2019
Q1 		$1K Buy
+202
New +$1.35K ﹤0.01% 3514

Other funds holding SOHO

GCM
Gator Capital Management Tampa, Florida $469M AUM 54.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
TDC
Thompson Davis & Co Richmond, Virginia $150M AUM 32.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return