PWMG
INN

Prestige Wealth Management Group’s Summit Hotel Properties INN Stock Holding History

Prestige Wealth Management Group’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-194
Closed -$1.4K – 1113
2022
Q4 		$1.4K Buy
+194
New +$1.52K ﹤0.01% 904

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Prestige Wealth Management Group's INN Position: Q1 2023 in Review

Prestige Wealth Management Group sold out of Summit Hotel Properties (INN) in Q1 2023, closing a stake of 194 shares — an estimated $1.4K sold.

Prestige Wealth Management Group first reported a position in INN in Q4 2022 and held it in 1 quarter. The position peaked at $1.4K in Q4 2022. 213 funds tracked by Wall St. Rank hold INN as of Q1 2023.

  • Prestige Wealth Management Group reported no remaining Summit Hotel Properties position as of Q1 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 194 Summit Hotel Properties shares in Q1 2023, an estimated $1.4K.
  • Prestige Wealth Management Group first reported a position in Summit Hotel Properties in Q4 2022 and held it in 1 quarter.
  • Prestige Wealth Management Group's Summit Hotel Properties position peaked at $1.4K in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2023.

Based on Prestige Wealth Management Group's 13F filing for Q1 2023, filed 16 May 2023.