Pinnacle Wealth Planning Services’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Pinnacle Wealth Planning Services’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
2021 Q1	–	Sell	-468	Closed	-$4K	–	2109
2020 Q4	$4K	Buy	+468	New	+$3.19K	﹤0.01%	1775

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

SAM

Soviero Asset Management New York $200M AUM 134.59% 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

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

JMPWA

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Pinnacle Wealth Planning Services's HT Position: Q1 2021 in Review

Pinnacle Wealth Planning Services sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q1 2021, closing a stake of 468 shares — an estimated $4K sold.

Pinnacle Wealth Planning Services first reported a position in HT in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 144 funds tracked by Wall St. Rank hold HT as of Q1 2021.

Pinnacle Wealth Planning Services reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q1 2021 after selling out during the quarter.
Pinnacle Wealth Planning Services sold 468 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q1 2021, an estimated $4K.
Pinnacle Wealth Planning Services first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q4 2020 and held it in 1 quarter.
Pinnacle Wealth Planning Services's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $4K in Q4 2020.
144 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q1 2021.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2021, filed 29 Apr 2021.