Ken Fisher’s Sotherly Hotels SOHO Stock Holding History

Ken Fisher’s Portfolio SOHO Stock Details SOHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-10,200	Closed	-$26K	–	965
2020 Q4	$26K	Buy	+10,200	New	+$22K	﹤0.01%	903

Other funds holding SOHO

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Ken Fisher's SOHO Position: Q1 2021 in Review

Ken Fisher sold out of Sotherly Hotels (SOHO) in Q1 2021, closing a stake of 10,200 shares — an estimated $26K sold.

Ken Fisher first reported a position in SOHO in Q4 2020 and held it in 1 quarter. The position peaked at $26K in Q4 2020. 27 funds tracked by Wall St. Rank hold SOHO as of Q1 2021.

Ken Fisher reported no remaining Sotherly Hotels position as of Q1 2021 after selling out during the quarter.
Ken Fisher sold 10,200 Sotherly Hotels shares in Q1 2021, an estimated $26K.
Ken Fisher first reported a position in Sotherly Hotels in Q4 2020 and held it in 1 quarter.
Ken Fisher's Sotherly Hotels position peaked at $26K in Q4 2020.
27 funds tracked by Wall St. Rank held Sotherly Hotels as of Q1 2021.

Based on Fisher Asset Management's 13F filing for Q1 2021, filed 27 Apr 2021.