Lowe Wealth Advisors’s Sotherly Hotels SOHO Stock Holding History

Lowe Wealth Advisors’s Portfolio SOHO Stock Details SOHO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-5,291	Closed	-$16K	–	296
2021 Q2	$16K	Hold	5,291	–	–	0.01%	157
2021 Q1	$18K	Hold	5,291	–	–	0.01%	140
2020 Q4	$13K	Hold	5,291	–	–	0.01%	158
2020 Q3	$10K	Hold	5,291	–	–	0.01%	163
2020 Q2	$13K	Hold	5,291	–	–	0.01%	133
2020 Q1	$8K	Buy	+5,291	New	+$26.3K	0.01%	165

Other funds holding SOHO

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

SFI

SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return

Bard Associates Chicago, Illinois $451M AUM 66.6% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Squarepoint New York $90.5B AUM 33.95% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Lowe Wealth Advisors's SOHO Position: Q3 2021 in Review

Lowe Wealth Advisors sold out of Sotherly Hotels (SOHO) in Q3 2021, closing a stake of 5,291 shares — an estimated $16K sold.

Lowe Wealth Advisors first reported a position in SOHO in Q1 2020 and held it in 6 quarters. The position peaked at $18K in Q1 2021. 25 funds tracked by Wall St. Rank hold SOHO as of Q3 2021.

Lowe Wealth Advisors reported no remaining Sotherly Hotels position as of Q3 2021 after selling out during the quarter.
Lowe Wealth Advisors sold 5,291 Sotherly Hotels shares in Q3 2021, an estimated $16K.
Lowe Wealth Advisors first reported a position in Sotherly Hotels in Q1 2020 and held it in 6 quarters.
Lowe Wealth Advisors's Sotherly Hotels position peaked at $18K in Q1 2021.
25 funds tracked by Wall St. Rank held Sotherly Hotels as of Q3 2021.

Based on Lowe Wealth Advisors's 13F filing for Q3 2021, filed 5 Oct 2021.