Glassman Wealth Services’s Summit Hotel Properties INN Stock Holding History

Glassman Wealth Services’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
2024 Q1	–	Sell	-429	Closed	-$2.88K	–	969
2023 Q4	$2.88K	Hold	429	–	–	﹤0.01%	1232
2023 Q3	$2.49K	Hold	429	–	–	﹤0.01%	1265
2023 Q2	$2.79K	Hold	429	–	–	﹤0.01%	1158
2023 Q1	$3K	Hold	429	–	–	﹤0.01%	1138
2022 Q4	$3.1K	Hold	429	–	–	﹤0.01%	1150
2022 Q3	$3K	Hold	429	–	–	﹤0.01%	1134
2022 Q2	$3K	Sell	429 -46	-10%	-$405	﹤0.01%	1147
2022 Q1	$5K	Hold	475	–	–	﹤0.01%	999
2021 Q4	$5K	Hold	475	–	–	﹤0.01%	986
2021 Q3	$5K	Buy	475 +35	+8%	+$320	﹤0.01%	964
2021 Q2	$4K	Sell	440 -10	-2%	-$99	﹤0.01%	984
2021 Q1	$5K	Buy	450 +21	+5%	+$203	﹤0.01%	857
2020 Q4	$4K	Hold	429	–	–	﹤0.01%	905
2020 Q3	$2K	Hold	429	–	–	﹤0.01%	1004
2020 Q2	$3K	Buy	+429	New	+$2.42K	﹤0.01%	755

Other funds holding INN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Glassman Wealth Services's INN Position: Q1 2024 in Review

Glassman Wealth Services sold out of Summit Hotel Properties (INN) in Q1 2024, closing a stake of 429 shares — an estimated $2.88K sold.

Glassman Wealth Services first reported a position in INN in Q2 2020 and held it in 15 quarters. The position peaked at $5K in Q1 2022. 184 funds tracked by Wall St. Rank hold INN as of Q1 2024.

Glassman Wealth Services reported no remaining Summit Hotel Properties position as of Q1 2024 after selling out during the quarter.
Glassman Wealth Services sold 429 Summit Hotel Properties shares in Q1 2024, an estimated $2.88K.
Glassman Wealth Services first reported a position in Summit Hotel Properties in Q2 2020 and held it in 15 quarters.
Glassman Wealth Services's Summit Hotel Properties position peaked at $5K in Q1 2022.
184 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.