Paces Ferry Wealth Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Paces Ferry Wealth Advisors’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-40	Closed	–	–	1191
2020 Q3	$0	Buy	+40	New	+$235	﹤0.01%	1276

Other funds holding HT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

KBC Group Brussels, Belgium $39.9B AUM 29.7% 1-Year Est. Return

Paces Ferry Wealth Advisors's HT Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q4 2020, closing a stake of 40 shares.

Paces Ferry Wealth Advisors first reported a position in HT in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 150 funds tracked by Wall St. Rank hold HT as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 40 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $0 in Q3 2020.
150 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.