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Liberty Wealth Management’s Sunstone Hotel Investors SHO Stock Holding History

Liberty Wealth Management’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
Q4 		– Sell
-1,342
Closed -$16K – 936
2021
Q3 		$16K Buy
+1,342
New +$15.6K 0.01% 708

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Liberty Wealth Management's SHO Position: Q4 2021 in Review

Liberty Wealth Management sold out of Sunstone Hotel Investors (SHO) in Q4 2021, closing a stake of 1,342 shares — an estimated $16K sold.

Liberty Wealth Management first reported a position in SHO in Q3 2021 and held it in 1 quarter. The position peaked at $16K in Q3 2021. 213 funds tracked by Wall St. Rank hold SHO as of Q4 2021.

  • Liberty Wealth Management reported no remaining Sunstone Hotel Investors position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 1,342 Sunstone Hotel Investors shares in Q4 2021, an estimated $16K.
  • Liberty Wealth Management first reported a position in Sunstone Hotel Investors in Q3 2021 and held it in 1 quarter.
  • Liberty Wealth Management's Sunstone Hotel Investors position peaked at $16K in Q3 2021.
  • 213 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.