Fisher Asset Management
SOHO

Fisher Asset Management’s Sotherly Hotels SOHO Stock Holding History

Fisher Asset Management’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
2021
Q1 		– Sell
-10,200
Closed -$26K – 965
2020
Q4 		$26K Buy
+10,200
New +$22K ﹤0.01% 903

Other funds holding SOHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $62.3B AUM 44.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management's SOHO Position: Q1 2021 in Review

Fisher Asset Management sold out of Sotherly Hotels (SOHO) in Q1 2021, closing a stake of 10,200 shares — an estimated $26K sold.

Fisher Asset Management first reported a position in SOHO in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 27 funds tracked by Wall St. Rank hold SOHO as of Q1 2021.

  • Fisher Asset Management reported no remaining Sotherly Hotels position as of Q1 2021 after selling out during the quarter.
  • Fisher Asset Management sold 10,200 Sotherly Hotels shares in Q1 2021, an estimated $26K.
  • Fisher Asset Management first reported a position in Sotherly Hotels in Q4 2020 and held it in 1 quarter.
  • Fisher Asset Management's Sotherly Hotels position peaked at $26K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2021.

Based on Fisher Asset Management's 13F filing for Q1 2021, filed 27 Apr 2021.