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Laurel Wealth Advisors (California)’s Sunstone Hotel Investors SHO Stock Holding History

Laurel Wealth Advisors (California)’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
Q1 		– Sell
-25,585
Closed -$290K – 482
2020
Q4 		$290K Buy
25,585
+85
+0.3% +$813 0.04% 342
2020
Q3 		$202K Sell
25,500
-400
-2% -$3.17K 0.03% 388
2020
Q2 		$211K Buy
25,900
+1,000
+4% +$8.68K 0.04% 369
2020
Q1 		$217K Buy
+24,900
New +$290K 0.05% 340

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
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
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

Laurel Wealth Advisors (California)'s SHO Position: Q1 2021 in Review

Laurel Wealth Advisors (California) sold out of Sunstone Hotel Investors (SHO) in Q1 2021, closing a stake of 25,585 shares — an estimated $290K sold.

Laurel Wealth Advisors (California) first reported a position in SHO in Q1 2020 and held it in 4 quarters. The position peaked at $290K in Q4 2020. 195 funds tracked by Wall St. Rank hold SHO as of Q1 2021.

  • Laurel Wealth Advisors (California) reported no remaining Sunstone Hotel Investors position as of Q1 2021 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 25,585 Sunstone Hotel Investors shares in Q1 2021, an estimated $290K.
  • Laurel Wealth Advisors (California) first reported a position in Sunstone Hotel Investors in Q1 2020 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s Sunstone Hotel Investors position peaked at $290K in Q4 2020.
  • 195 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2021.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q1 2021, filed 14 May 2021.