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Harvest Group Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Harvest Group 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
2023
Q1 		– Sell
-38
Closed -$367 – 202
2022
Q4 		$367 Hold
38
– – ﹤0.01% 175
2022
Q3 		$0 Hold
38
– – ﹤0.01% 200
2022
Q2 		$0 Buy
+38
New +$435 ﹤0.01% 210

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $39B AUM 18.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
RIM
Rush Island Management New York $1.51B AUM 8.12% 1-Year Est. Return
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $7.18B AUM 18.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harvest Group Wealth Management's SHO Position: Q1 2023 in Review

Harvest Group Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q1 2023, closing a stake of 38 shares — an estimated $367 sold.

Harvest Group Wealth Management first reported a position in SHO in Q2 2022 and held it in 3 quarters. The position peaked at $367 in Q4 2022. 220 funds tracked by Wall St. Rank hold SHO as of Q1 2023.

  • Harvest Group Wealth Management reported no remaining Sunstone Hotel Investors position as of Q1 2023 after selling out during the quarter.
  • Harvest Group Wealth Management sold 38 Sunstone Hotel Investors shares in Q1 2023, an estimated $367.
  • Harvest Group Wealth Management first reported a position in Sunstone Hotel Investors in Q2 2022 and held it in 3 quarters.
  • Harvest Group Wealth Management's Sunstone Hotel Investors position peaked at $367 in Q4 2022.
  • 220 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2023.

Based on Harvest Group Wealth Management's 13F filing for Q1 2023, filed 28 Apr 2023.