Laird Norton Wetherby Wealth Management’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Laird Norton Wetherby Wealth Management’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-10,000	Closed	-$91K	–	994
2022 Q1	$91K	Sell	10,000 -28	-0.3%	-$258	0.01%	904
2021 Q4	$92K	Sell	10,028 -74	-0.7%	-$698	0.01%	916
2021 Q3	$94K	Buy	10,102 +102	+1%	+$968	0.01%	912
2021 Q2	$108K	Buy	+10,000	New	+$110K	0.01%	910
2021 Q1	–	Sell	-10,000	Closed	-$79K	–	921
2020 Q4	$79K	Buy	+10,000	New	+$68.2K	0.01%	884

Other funds holding HT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

1060 Capital Denver, Colorado $82.3M AUM 146.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

LCM

LDR Capital Management New York $74.4M AUM 7.16% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HT Position: Q2 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q2 2022, closing a stake of 10,000 shares — an estimated $91K sold.

Laird Norton Wetherby Wealth Management first reported a position in HT in Q4 2020 and held it in 5 quarters. The position peaked at $108K in Q2 2021. 156 funds tracked by Wall St. Rank hold HT as of Q2 2022.

Laird Norton Wetherby Wealth Management reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q2 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 10,000 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q2 2022, an estimated $91K.
Laird Norton Wetherby Wealth Management first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q4 2020 and held it in 5 quarters.
Laird Norton Wetherby Wealth Management's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $108K in Q2 2021.
156 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q2 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q2 2022, filed 15 Aug 2022.