JWA
INN

JFS Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

JFS Wealth Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-65
Closed -$424 – 2018
2024
Q1 		$424 Sell
65
-488
-88% -$3.18K ﹤0.01% 1816
2023
Q4 		$3.72K Buy
+553
New +$3.4K ﹤0.01% 1171

Other funds holding INN

BlackRock
BlackRock New York $5.72T 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

JFS Wealth Advisors's INN Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Summit Hotel Properties (INN) in Q2 2024, closing a stake of 65 shares — an estimated $424 sold.

JFS Wealth Advisors first reported a position in INN in Q4 2023 and held it in 2 quarters. The position peaked at $3.72K in Q4 2023. 201 funds tracked by Wall St. Rank hold INN as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Summit Hotel Properties position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 65 Summit Hotel Properties shares in Q2 2024, an estimated $424.
  • JFS Wealth Advisors first reported a position in Summit Hotel Properties in Q4 2023 and held it in 2 quarters.
  • JFS Wealth Advisors's Summit Hotel Properties position peaked at $3.72K in Q4 2023.
  • 201 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.