JSW
INN

Journey Strategic Wealth’s Summit Hotel Properties INN Stock Holding History

Journey Strategic Wealth’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
2022
Q4 		– Sell
-10,937
Closed -$73K – 253
2022
Q3 		$73K Buy
+10,937
New +$85.5K 0.01% 178
2022
Q2 		– Sell
-10,864
Closed -$108K – 164
2022
Q1 		$108K Hold
10,864
– – 0.01% 172
2021
Q4 		$106K Buy
+10,864
New +$105K 0.01% 201

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Journey Strategic Wealth's INN Position: Q4 2022 in Review

Journey Strategic Wealth sold out of Summit Hotel Properties (INN) in Q4 2022, closing a stake of 10,937 shares — an estimated $73K sold.

Journey Strategic Wealth first reported a position in INN in Q4 2021 and held it in 3 quarters. The position peaked at $108K in Q1 2022. 212 funds tracked by Wall St. Rank hold INN as of Q4 2022.

  • Journey Strategic Wealth reported no remaining Summit Hotel Properties position as of Q4 2022 after selling out during the quarter.
  • Journey Strategic Wealth sold 10,937 Summit Hotel Properties shares in Q4 2022, an estimated $73K.
  • Journey Strategic Wealth first reported a position in Summit Hotel Properties in Q4 2021 and held it in 3 quarters.
  • Journey Strategic Wealth's Summit Hotel Properties position peaked at $108K in Q1 2022.
  • 212 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2022.

Based on Journey Strategic Wealth's 13F filing for Q4 2022, filed 14 Feb 2023.