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Kingswood Wealth Advisors’s Host Hotels & Resorts HST Stock Holding History

Kingswood Wealth Advisors’s Portfolio HST Stock Details HST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,951
Closed -$298K – 845
2024
Q3 		$298K Sell
16,951
-996
-6% -$17.3K 0.02% 570
2024
Q2 		$323K Sell
17,947
-34
-0.2% -$636 0.03% 499
2024
Q1 		$372K Buy
17,981
+279
+2% +$5.61K 0.04% 420
2023
Q4 		$345K Buy
+17,702
New +$304K 0.04% 429

Other funds holding HST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Kingswood Wealth Advisors's HST Position: Q4 2024 in Review

Kingswood Wealth Advisors sold out of Host Hotels & Resorts (HST) in Q4 2024, closing a stake of 16,951 shares — an estimated $298K sold.

Kingswood Wealth Advisors first reported a position in HST in Q4 2023 and held it in 4 quarters. The position peaked at $372K in Q1 2024. 614 funds tracked by Wall St. Rank hold HST as of Q4 2024.

  • Kingswood Wealth Advisors reported no remaining Host Hotels & Resorts position as of Q4 2024 after selling out during the quarter.
  • Kingswood Wealth Advisors sold 16,951 Host Hotels & Resorts shares in Q4 2024, an estimated $298K.
  • Kingswood Wealth Advisors first reported a position in Host Hotels & Resorts in Q4 2023 and held it in 4 quarters.
  • Kingswood Wealth Advisors's Host Hotels & Resorts position peaked at $372K in Q1 2024.
  • 614 funds tracked by Wall St. Rank held Host Hotels & Resorts as of Q4 2024.

Based on Kingswood Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.