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 – 5685
2023
Q4 		$1 Buy
+1
New +$2 ﹤0.01% 5415
2021
Q1 		– Sell
-1
Closed – – 4494
2020
Q4 		$0 Buy
+1
New +$2 ﹤0.01% 4252
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 $477M AUM 48.6% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 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 $167M AUM 33.45% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Fidelity Investments's SOHO Position: Q1 2024 in Review

Fidelity Investments sold out of Sotherly Hotels (SOHO) in Q1 2024, closing a stake of 1 share — an estimated $1 sold.

Fidelity Investments first reported a position in SOHO in Q1 2019 and held it in 6 quarters. The position peaked at $1K in Q4 2019. 31 funds tracked by Wall St. Rank hold SOHO as of Q1 2024.

  • Fidelity Investments reported no remaining Sotherly Hotels position as of Q1 2024 after selling out during the quarter.
  • Fidelity Investments sold 1 Sotherly Hotels share in Q1 2024, an estimated $1.
  • Fidelity Investments first reported a position in Sotherly Hotels in Q1 2019 and held it in 6 quarters.
  • Fidelity Investments's Sotherly Hotels position peaked at $1K in Q4 2019.
  • 31 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2024.

Based on Fidelity Investments's 13F filing for Q1 2024, filed 13 May 2024.