KFS
AHT

Kaizen Financial Strategies’s Ashford Hospitality Trust AHT Stock Holding History

Kaizen Financial Strategies’s Portfolio AHT Stock Details AHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-1,313
Closed -$78K – 120
2022
Q2 		$78K Sell
1,313
-33
-2% -$2.22K 0.08% 119
2022
Q1 		$137K Buy
+1,346
New +$120K 0.11% 130

Other funds holding AHT

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VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 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 $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Kaizen Financial Strategies's AHT Position: Q3 2022 in Review

Kaizen Financial Strategies sold out of Ashford Hospitality Trust (AHT) in Q3 2022, closing a stake of 1,313 shares — an estimated $78K sold.

Kaizen Financial Strategies first reported a position in AHT in Q1 2022 and held it in 2 quarters. The position peaked at $137K in Q1 2022. 117 funds tracked by Wall St. Rank hold AHT as of Q3 2022.

  • Kaizen Financial Strategies reported no remaining Ashford Hospitality Trust position as of Q3 2022 after selling out during the quarter.
  • Kaizen Financial Strategies sold 1,313 Ashford Hospitality Trust shares in Q3 2022, an estimated $78K.
  • Kaizen Financial Strategies first reported a position in Ashford Hospitality Trust in Q1 2022 and held it in 2 quarters.
  • Kaizen Financial Strategies's Ashford Hospitality Trust position peaked at $137K in Q1 2022.
  • 117 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q3 2022.

Based on Kaizen Financial Strategies's 13F filing for Q3 2022, filed 19 Oct 2022.