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Focused Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Focused Wealth Management’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-47
Closed -$507 – 831
2023
Q4 		$507 Hold
47
– – ﹤0.01% 901
2023
Q3 		$439 Hold
47
– – ﹤0.01% 925
2023
Q2 		$473 Buy
47
+1
+2% +$10 ﹤0.01% 952
2023
Q1 		$459 Hold
46
– – ﹤0.01% 941
2022
Q4 		$446 Hold
46
– – ﹤0.01% 959
2022
Q3 		$0 Hold
46
– – ﹤0.01% 1041
2022
Q2 		$0 Hold
46
– – ﹤0.01% 1058
2022
Q1 		$1K Hold
46
– – ﹤0.01% 926
2021
Q4 		$1K Hold
46
– – ﹤0.01% 922
2021
Q3 		$1K Buy
+46
New +$536 ﹤0.01% 932

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Focused Wealth Management's SHO Position: Q1 2024 in Review

Focused Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q1 2024, closing a stake of 47 shares — an estimated $507 sold.

Focused Wealth Management first reported a position in SHO in Q3 2021 and held it in 10 quarters. The position peaked at $1K in Q1 2022. 239 funds tracked by Wall St. Rank hold SHO as of Q1 2024.

  • Focused Wealth Management reported no remaining Sunstone Hotel Investors position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 47 Sunstone Hotel Investors shares in Q1 2024, an estimated $507.
  • Focused Wealth Management first reported a position in Sunstone Hotel Investors in Q3 2021 and held it in 10 quarters.
  • Focused Wealth Management's Sunstone Hotel Investors position peaked at $1K in Q1 2022.
  • 239 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.