LWA
SOHO

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

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BA
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LSV Asset Management
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Dimensional Fund Advisors
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Squarepoint
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
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Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return