LPL Financial’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-36,313
| Closed | -$358K | – | 4949 |
|
|
2023
Q3 | $358K | Buy |
36,313
+30
| +0.1% | +$230 | ﹤0.01% | 3762 |
|
|
2023
Q2 | $221K | Sell |
36,283
-18,248
| -33% | -$112K | ﹤0.01% | 4083 |
|
|
2023
Q1 | $366K | Sell |
54,531
-7,240
| -12% | -$58.7K | ﹤0.01% | 3587 |
|
|
2022
Q4 | $526K | Buy |
61,771
+22
| +0% | +$197 | ﹤0.01% | 3209 |
|
|
2022
Q3 | $493K | Hold |
61,749
| – | – | ﹤0.01% | 3170 |
|
|
2022
Q2 | $606K | Sell |
61,749
-2
| -0% | -$20 | ﹤0.01% | 3042 |
|
|
2022
Q1 | $561K | Buy |
61,751
+7,252
| +13% | +$66.9K | ﹤0.01% | 3106 |
|
|
2021
Q4 | $500K | Buy |
54,499
+9,138
| +20% | +$86.2K | ﹤0.01% | 3280 |
|
|
2021
Q3 | $423K | Sell |
45,361
-1,975
| -4% | -$18.8K | ﹤0.01% | 3372 |
|
|
2021
Q2 | $509K | Hold |
47,336
| – | – | ﹤0.01% | 3147 |
|
|
2021
Q1 | $499K | Buy |
47,336
+7,600
| +19% | +$73.2K | ﹤0.01% | 3023 |
|
|
2020
Q4 | $314K | Buy |
39,736
+22,585
| +132% | +$154K | ﹤0.01% | 3162 |
|
|
2020
Q3 | $95K | Buy |
+17,151
| New | +$101K | ﹤0.01% | 3376 |
|
|
2020
Q2 | – | Sell |
-17,728
| Closed | -$63K | – | 3522 |
|
|
2020
Q1 | $63K | Buy |
+17,728
| New | +$193K | ﹤0.01% | 3065 |
|
|
2018
Q4 | – | Sell |
-22,237
| Closed | -$504K | – | 3276 |
|
|
2018
Q3 | $504K | Buy |
+22,237
| New | +$498K | ﹤0.01% | 2224 |
|
LPL Financial's HT Position: Q4 2023 in Review
LPL Financial sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2023, closing a stake of 36,313 shares — an estimated $358K sold.
LPL Financial first reported a position in HT in Q3 2018 and held it in 15 quarters. The position peaked at $606K in Q2 2022. 0 funds tracked by Wall St. Rank hold HT as of Q4 2023.
- LPL Financial reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2023 after selling out during the quarter.
- LPL Financial sold 36,313 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2023, an estimated $358K.
- LPL Financial first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q3 2018 and held it in 15 quarters.
- LPL Financial's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $606K in Q2 2022.
- 0 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2023.
Based on LPL Financial's 13F filing for Q4 2023, filed 14 Feb 2024.