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JP Morgan Private Wealth Advisors’s Sunstone Hotel Investors SHO Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-18,931
Closed -$236K – 1936
2021
Q1 		$236K Buy
+18,931
New +$226K ﹤0.01% 1623

Other funds holding SHO

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SHO Position: Q2 2021 in Review

JP Morgan Private Wealth Advisors sold out of Sunstone Hotel Investors (SHO) in Q2 2021, closing a stake of 18,931 shares — an estimated $236K sold.

JP Morgan Private Wealth Advisors first reported a position in SHO in Q1 2021 and held it in 1 quarter. The position peaked at $236K in Q1 2021. 189 funds tracked by Wall St. Rank hold SHO as of Q2 2021.

  • JP Morgan Private Wealth Advisors reported no remaining Sunstone Hotel Investors position as of Q2 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 18,931 Sunstone Hotel Investors shares in Q2 2021, an estimated $236K.
  • JP Morgan Private Wealth Advisors first reported a position in Sunstone Hotel Investors in Q1 2021 and held it in 1 quarter.
  • JP Morgan Private Wealth Advisors's Sunstone Hotel Investors position peaked at $236K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2021, filed 16 Aug 2021.