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

Other funds holding HT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SAM

Soviero Asset Management New York $238M AUM 137.99% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HT Position: Q4 2021 in Review

JP Morgan Private Wealth Advisors sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2021, closing a stake of 650,425 shares — an estimated $6.07M sold.

JP Morgan Private Wealth Advisors first reported a position in HT in Q3 2020 and held it in 5 quarters. The position peaked at $7M in Q2 2021. 153 funds tracked by Wall St. Rank hold HT as of Q4 2021.

JP Morgan Private Wealth Advisors reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2021 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 650,425 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2021, an estimated $6.07M.
JP Morgan Private Wealth Advisors first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q3 2020 and held it in 5 quarters.
JP Morgan Private Wealth Advisors's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $7M in Q2 2021.
153 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2021, filed 9 Feb 2022.