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Glassman Wealth Services’s Sunstone Hotel Investors SHO Stock Holding History

Glassman Wealth Services’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
2022
Q3 		– Sell
-85
Closed -$1K – 1945
2022
Q2 		$1K Buy
85
+14
+20% +$160 ﹤0.01% 1523
2022
Q1 		$1K Hold
71
– – ﹤0.01% 1510
2021
Q4 		$1K Buy
+71
New +$849 ﹤0.01% 1491
2020
Q1 		– Sell
-32
Closed – – 1515
2019
Q4 		$0 Buy
32
+26
+433% +$361 ﹤0.01% 1453
2019
Q3 		$0 Buy
+6
New +$80 ﹤0.01% 1343

Other funds holding SHO

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Vanguard Group
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Glassman Wealth Services's SHO Position: Q3 2022 in Review

Glassman Wealth Services sold out of Sunstone Hotel Investors (SHO) in Q3 2022, closing a stake of 85 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in SHO in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2022. 238 funds tracked by Wall St. Rank hold SHO as of Q3 2022.

  • Glassman Wealth Services reported no remaining Sunstone Hotel Investors position as of Q3 2022 after selling out during the quarter.
  • Glassman Wealth Services sold 85 Sunstone Hotel Investors shares in Q3 2022, an estimated $1K.
  • Glassman Wealth Services first reported a position in Sunstone Hotel Investors in Q3 2019 and held it in 5 quarters.
  • Glassman Wealth Services's Sunstone Hotel Investors position peaked at $1K in Q2 2022.
  • 238 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2022.

Based on Glassman Wealth Services's 13F filing for Q3 2022, filed 9 Nov 2022.