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

Prestige Wealth Management Group’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
2023
Q4 		– Sell
-65
Closed -$884 – 1068
2023
Q3 		$884 Buy
+65
New +$932 ﹤0.01% 894
2019
Q1 		– Sell
-9
Closed – – 954
2018
Q4 		$0 Buy
+9
New +$299 ﹤0.01% 1282

Other funds holding PEB

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
PGGM Investments
PGGM Investments Zeist, Netherlands $4.06B AUM 24.91% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Prestige Wealth Management Group's PEB Position: Q4 2023 in Review

Prestige Wealth Management Group sold out of Pebblebrook Hotel Trust (PEB) in Q4 2023, closing a stake of 65 shares — an estimated $884 sold.

Prestige Wealth Management Group first reported a position in PEB in Q4 2018 and held it in 2 quarters. The position peaked at $884 in Q3 2023. 235 funds tracked by Wall St. Rank hold PEB as of Q4 2023.

  • Prestige Wealth Management Group reported no remaining Pebblebrook Hotel Trust position as of Q4 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 65 Pebblebrook Hotel Trust shares in Q4 2023, an estimated $884.
  • Prestige Wealth Management Group first reported a position in Pebblebrook Hotel Trust in Q4 2018 and held it in 2 quarters.
  • Prestige Wealth Management Group's Pebblebrook Hotel Trust position peaked at $884 in Q3 2023.
  • 235 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q4 2023.

Based on Prestige Wealth Management Group's 13F filing for Q4 2023, filed 8 Feb 2024.