FA
INN

Fiducient Advisors’s Summit Hotel Properties INN Stock Holding History

Fiducient Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-28,700
Closed -$207K – 104
2022
Q4 		$207K Buy
+28,700
New +$225K 0.06% 172

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Macquarie Group
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American Century Companies
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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
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Geode Capital Management
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Fiducient Advisors's INN Position: Q1 2023 in Review

Fiducient Advisors sold out of Summit Hotel Properties (INN) in Q1 2023, closing a stake of 28,700 shares — an estimated $207K sold.

Fiducient Advisors first reported a position in INN in Q4 2022 and held it in 1 quarter. The position peaked at $207K in Q4 2022. 213 funds tracked by Wall St. Rank hold INN as of Q1 2023.

  • Fiducient Advisors reported no remaining Summit Hotel Properties position as of Q1 2023 after selling out during the quarter.
  • Fiducient Advisors sold 28,700 Summit Hotel Properties shares in Q1 2023, an estimated $207K.
  • Fiducient Advisors first reported a position in Summit Hotel Properties in Q4 2022 and held it in 1 quarter.
  • Fiducient Advisors's Summit Hotel Properties position peaked at $207K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2023.

Based on Fiducient Advisors's 13F filing for Q1 2023, filed 8 May 2023.