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Marks Group Wealth Management’s Pebblebrook Hotel Trust PEB Stock Holding History

Marks Group Wealth Management’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-11,001
Closed -$170K – 302
2024
Q1 		$170K Hold
11,001
– – 0.02% 298
2023
Q4 		$176K Hold
11,001
– – 0.02% 289
2023
Q3 		$150K Hold
11,001
– – 0.02% 271
2023
Q2 		$153K Buy
+11,001
New +$153K 0.02% 273

Other funds holding PEB

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Marks Group Wealth Management's PEB Position: Q2 2024 in Review

Marks Group Wealth Management sold out of Pebblebrook Hotel Trust (PEB) in Q2 2024, closing a stake of 11,001 shares — an estimated $170K sold.

Marks Group Wealth Management first reported a position in PEB in Q2 2023 and held it in 4 quarters. The position peaked at $176K in Q4 2023. 244 funds tracked by Wall St. Rank hold PEB as of Q2 2024.

  • Marks Group Wealth Management reported no remaining Pebblebrook Hotel Trust position as of Q2 2024 after selling out during the quarter.
  • Marks Group Wealth Management sold 11,001 Pebblebrook Hotel Trust shares in Q2 2024, an estimated $170K.
  • Marks Group Wealth Management first reported a position in Pebblebrook Hotel Trust in Q2 2023 and held it in 4 quarters.
  • Marks Group Wealth Management's Pebblebrook Hotel Trust position peaked at $176K in Q4 2023.
  • 244 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2024.

Based on Marks Group Wealth Management's 13F filing for Q2 2024, filed 14 Aug 2024.