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JP Morgan Private Wealth Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-13,646
Closed -$198K – 1985
2022
Q3 		$198K Sell
13,646
-3,581
-21% -$64.4K ﹤0.01% 1812
2022
Q2 		$285K Sell
17,227
-9,233
-35% -$204K ﹤0.01% 1678
2022
Q1 		$648K Sell
26,460
-991
-4% -$22.8K ﹤0.01% 1412
2021
Q4 		$614K Sell
27,451
-4,232
-13% -$95.3K ﹤0.01% 1468
2021
Q3 		$710K Sell
31,683
-130,165
-80% -$2.88M ﹤0.01% 1368
2021
Q2 		$3.81M Buy
161,848
+878
+0.5% +$20.7K 0.01% 656
2021
Q1 		$3.91M Buy
160,970
+71,275
+79% +$1.57M 0.01% 569
2020
Q4 		$1.69M Buy
89,695
+264
+0.3% +$4.27K 0.01% 806
2020
Q3 		$1.12M Buy
+89,431
New +$1.07M ﹤0.01% 846
2020
Q1 		– Sell
-15,408
Closed -$413K – 1509
2019
Q4 		$413K Sell
15,408
-137,965
-90% -$3.64M ﹤0.01% 1117
2019
Q3 		$4.27M Sell
153,373
-130,177
-46% -$3.57M 0.02% 438
2019
Q2 		$7.99M Sell
283,550
-67,309
-19% -$2.03M 0.04% 307
2019
Q1 		$10.9M Sell
350,859
-105,699
-23% -$3.33M 0.06% 273
2018
Q4 		$12.9M Buy
456,558
+424,603
+1,329% +$14.1M 0.08% 225
2018
Q3 		$1.16M Buy
31,955
+10,988
+52% +$419K 0.01% 780
2018
Q2 		$814K Buy
+20,967
New +$789K ﹤0.01% 839
2014
Q3 		– Sell
-13,206
Closed -$488K – 1095
2014
Q2 		$488K Buy
13,206
+1,176
+10% +$41.3K 0.01% 567
2014
Q1 		$406K Buy
+12,030
New +$387K 0.01% 637

Other funds holding PEB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

JP Morgan Private Wealth Advisors's PEB Position: Q4 2022 in Review

JP Morgan Private Wealth Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q4 2022, closing a stake of 13,646 shares — an estimated $198K sold.

JP Morgan Private Wealth Advisors first reported a position in PEB in Q1 2014 and held it in 18 quarters. The position peaked at $12.9M in Q4 2018. 252 funds tracked by Wall St. Rank hold PEB as of Q4 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Pebblebrook Hotel Trust position as of Q4 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 13,646 Pebblebrook Hotel Trust shares in Q4 2022, an estimated $198K.
  • JP Morgan Private Wealth Advisors first reported a position in Pebblebrook Hotel Trust in Q1 2014 and held it in 18 quarters.
  • JP Morgan Private Wealth Advisors's Pebblebrook Hotel Trust position peaked at $12.9M in Q4 2018.
  • 252 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q4 2022, filed 13 Feb 2023.