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Private Wealth Management Group’s RLJ Lodging Trust RLJ Stock Holding History

Private Wealth Management Group’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-66
Closed -$521 – 1582
2025
Q1 		$521 Sell
66
-172
-72% -$1.61K ﹤0.01% 1401
2024
Q4 		$2.43K Sell
238
-283
-54% -$2.75K ﹤0.01% 1010
2024
Q3 		$4.78K Buy
521
+66
+15% +$618 ﹤0.01% 752
2024
Q2 		$4.38K Sell
455
-462
-50% -$4.86K ﹤0.01% 749
2024
Q1 		$10.8K Hold
917
– – ﹤0.01% 390
2023
Q4 		$10.7K Buy
+917
New +$9.53K 0.01% 392

Other funds holding RLJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Private Wealth Management Group's RLJ Position: Q2 2025 in Review

Private Wealth Management Group sold out of RLJ Lodging Trust (RLJ) in Q2 2025, closing a stake of 66 shares — an estimated $521 sold.

Private Wealth Management Group first reported a position in RLJ in Q4 2023 and held it in 6 quarters. The position peaked at $10.8K in Q1 2024. 213 funds tracked by Wall St. Rank hold RLJ as of Q2 2025.

  • Private Wealth Management Group reported no remaining RLJ Lodging Trust position as of Q2 2025 after selling out during the quarter.
  • Private Wealth Management Group sold 66 RLJ Lodging Trust shares in Q2 2025, an estimated $521.
  • Private Wealth Management Group first reported a position in RLJ Lodging Trust in Q4 2023 and held it in 6 quarters.
  • Private Wealth Management Group's RLJ Lodging Trust position peaked at $10.8K in Q1 2024.
  • 213 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q2 2025.

Based on Private Wealth Management Group's 13F filing for Q2 2025, filed 29 Jul 2025.