LWA
INN

Lenox Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

Lenox Wealth Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-94
Closed -$1K – 874
2021
Q4 		$1K Buy
+94
New +$912 ﹤0.01% 853
2020
Q2 		– Sell
-522
Closed -$2K – 689
2020
Q1 		$2K Buy
522
+255
+96% +$2.4K ﹤0.01% 587
2019
Q4 		$3K Hold
267
– – ﹤0.01% 543
2019
Q3 		$3K Buy
+267
New +$3.05K ﹤0.01% 454
2019
Q2 		– Sell
-278
Closed -$3K – 492
2019
Q1 		$3K Buy
+278
New +$3.08K ﹤0.01% 461

Other funds holding INN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Lenox Wealth Advisors's INN Position: Q1 2022 in Review

Lenox Wealth Advisors sold out of Summit Hotel Properties (INN) in Q1 2022, closing a stake of 94 shares — an estimated $1K sold.

Lenox Wealth Advisors first reported a position in INN in Q1 2019 and held it in 5 quarters. The position peaked at $3K in Q4 2019. 217 funds tracked by Wall St. Rank hold INN as of Q1 2022.

  • Lenox Wealth Advisors reported no remaining Summit Hotel Properties position as of Q1 2022 after selling out during the quarter.
  • Lenox Wealth Advisors sold 94 Summit Hotel Properties shares in Q1 2022, an estimated $1K.
  • Lenox Wealth Advisors first reported a position in Summit Hotel Properties in Q1 2019 and held it in 5 quarters.
  • Lenox Wealth Advisors's Summit Hotel Properties position peaked at $3K in Q4 2019.
  • 217 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.