GSEP
SOHO

Golden State Equity Partners’s Sotherly Hotels SOHO Stock Holding History

Golden State Equity Partners’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
Q4 		– Sell
-38,500
Closed -$99K – 243
2021
Q3 		$99K Buy
+38,500
New +$96.2K 0.04% 228

Other funds holding SOHO

TDC
Thompson Davis & Co Richmond, Virginia $167M AUM 33.45% 1-Year Est. Return
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
BA
Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Golden State Equity Partners's SOHO Position: Q4 2021 in Review

Golden State Equity Partners sold out of Sotherly Hotels (SOHO) in Q4 2021, closing a stake of 38,500 shares — an estimated $99K sold.

Golden State Equity Partners first reported a position in SOHO in Q3 2021 and held it in 1 quarter. The position peaked at $99K in Q3 2021. 24 funds tracked by Wall St. Rank hold SOHO as of Q4 2021.

  • Golden State Equity Partners reported no remaining Sotherly Hotels position as of Q4 2021 after selling out during the quarter.
  • Golden State Equity Partners sold 38,500 Sotherly Hotels shares in Q4 2021, an estimated $99K.
  • Golden State Equity Partners first reported a position in Sotherly Hotels in Q3 2021 and held it in 1 quarter.
  • Golden State Equity Partners's Sotherly Hotels position peaked at $99K in Q3 2021.
  • 24 funds tracked by Wall St. Rank held Sotherly Hotels as of Q4 2021.

Based on Golden State Equity Partners's 13F filing for Q4 2021, filed 11 Feb 2022.