MWP
SHO icon

Meridian Wealth Partners’s Sunstone Hotel Investors SHO Stock Holding History

Meridian Wealth Partners’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
Q2 		– Sell
-152
Closed -$2K – 1049
2021
Q1 		$2K Buy
+152
New +$1.81K ﹤0.01% 1038

Other funds holding SHO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Meridian Wealth Partners's SHO Position: Q2 2021 in Review

Meridian Wealth Partners sold out of Sunstone Hotel Investors (SHO) in Q2 2021, closing a stake of 152 shares — an estimated $2K sold.

Meridian Wealth Partners first reported a position in SHO in Q1 2021 and held it in 1 quarter. The position peaked at $2K in Q1 2021. 189 funds tracked by Wall St. Rank hold SHO as of Q2 2021.

  • Meridian Wealth Partners reported no remaining Sunstone Hotel Investors position as of Q2 2021 after selling out during the quarter.
  • Meridian Wealth Partners sold 152 Sunstone Hotel Investors shares in Q2 2021, an estimated $2K.
  • Meridian Wealth Partners first reported a position in Sunstone Hotel Investors in Q1 2021 and held it in 1 quarter.
  • Meridian Wealth Partners's Sunstone Hotel Investors position peaked at $2K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.