Harvest Group Wealth Management’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Harvest Group Wealth Management’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-99	Closed	-$1K	–	773
2020 Q4	$1K	Hold	99	–	–	﹤0.01%	600
2020 Q3	$1K	Hold	99	–	–	﹤0.01%	551
2020 Q2	$0	Buy	+99	New	+$528	﹤0.01%	912
2020 Q1	–	Sell	-74	Closed	-$1K	–	1099
2019 Q4	$1K	Hold	74	–	–	﹤0.01%	914
2019 Q3	$1K	Buy	+74	New	+$1.13K	﹤0.01%	965

Other funds holding HT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Harvest Group Wealth Management's HT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q1 2021, closing a stake of 99 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in HT in Q3 2019 and held it in 5 quarters. The position peaked at $1K in Q4 2020. 144 funds tracked by Wall St. Rank hold HT as of Q1 2021.

Harvest Group Wealth Management reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q1 2021 after selling out during the quarter.
Harvest Group Wealth Management sold 99 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q1 2021, an estimated $1K.
Harvest Group Wealth Management first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q3 2019 and held it in 5 quarters.
Harvest Group Wealth Management's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $1K in Q4 2020.
144 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.