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Prestige Wealth Management Group’s Sunstone Hotel Investors SHO Stock Holding History

Prestige Wealth Management Group’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
2023
Q2 		– Sell
-82
Closed -$815 – 1086
2023
Q1 		$815 Hold
82
– – ﹤0.01% 918
2022
Q4 		$796 Buy
+82
New +$848 ﹤0.01% 1010

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Blackstone Inc
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Principal Financial Group
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RIM
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CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Prestige Wealth Management Group's SHO Position: Q2 2023 in Review

Prestige Wealth Management Group sold out of Sunstone Hotel Investors (SHO) in Q2 2023, closing a stake of 82 shares — an estimated $815 sold.

Prestige Wealth Management Group first reported a position in SHO in Q4 2022 and held it in 2 quarters. The position peaked at $815 in Q1 2023. 227 funds tracked by Wall St. Rank hold SHO as of Q2 2023.

  • Prestige Wealth Management Group reported no remaining Sunstone Hotel Investors position as of Q2 2023 after selling out during the quarter.
  • Prestige Wealth Management Group sold 82 Sunstone Hotel Investors shares in Q2 2023, an estimated $815.
  • Prestige Wealth Management Group first reported a position in Sunstone Hotel Investors in Q4 2022 and held it in 2 quarters.
  • Prestige Wealth Management Group's Sunstone Hotel Investors position peaked at $815 in Q1 2023.
  • 227 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2023.

Based on Prestige Wealth Management Group's 13F filing for Q2 2023, filed 11 Aug 2023.