HWMA
SHO icon

Heritage Wealth Management (Arizona)’s Sunstone Hotel Investors SHO Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$140K Sell
13,391
-1,743
-12% -$18.1K 0.08% 166
2024
Q1 		$169K Sell
15,134
-27
-0.2% -$295 0.09% 174
2023
Q4 		$163K Buy
+15,161
New +$149K 0.09% 166
2022
Q4 		$403K Buy
41,718
+22,870
+121% +$236K 0.06% 252
2022
Q3 		$178K Buy
18,848
+556
+3% +$6.01K 0.06% 249
2022
Q2 		$181K Buy
18,292
+1,963
+12% +$22.4K 0.06% 256
2022
Q1 		$192K Buy
+16,329
New +$185K 0.05% 277
2021
Q3 		$81K Buy
+6,805
New +$79.3K 0.03% 377

Other funds holding SHO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return