JMPWA
HT

JP Morgan Private Wealth Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

JP Morgan Private Wealth Advisors’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
Q4 		– Sell
-650,425
Closed -$6.07M – 2053
2021
Q3 		$6.07M Hold
650,425
– – 0.01% 548
2021
Q2 		$7M Buy
650,425
+112,884
+21% +$1.25M 0.02% 501
2021
Q1 		$5.67M Sell
537,541
-193,280
-26% -$1.86M 0.02% 480
2020
Q4 		$5.77M Buy
730,821
+640,821
+712% +$4.37M 0.02% 448
2020
Q3 		$499K Buy
+90,000
New +$530K ﹤0.01% 1152

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State Street
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SAM
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LSV Asset Management
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Millennium Management
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return