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Prospera Financial Services’s Pebblebrook Hotel Trust PEB Stock Holding History

Prospera Financial Services’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
2022
Q3 		– Sell
-37
Closed -$1K – 1376
2022
Q2 		$1K Sell
37
-64
-63% -$1.41K ﹤0.01% 1607
2022
Q1 		$2K Buy
+101
New +$2.32K ﹤0.01% 2500
2020
Q4 		– Sell
-134
Closed -$2K – 1302
2020
Q3 		$2K Buy
+134
New +$1.61K ﹤0.01% 1481

Other funds holding PEB

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Prospera Financial Services's PEB Position: Q3 2022 in Review

Prospera Financial Services sold out of Pebblebrook Hotel Trust (PEB) in Q3 2022, closing a stake of 37 shares — an estimated $1K sold.

Prospera Financial Services first reported a position in PEB in Q3 2020 and held it in 3 quarters. The position peaked at $2K in Q1 2022. 254 funds tracked by Wall St. Rank hold PEB as of Q3 2022.

  • Prospera Financial Services reported no remaining Pebblebrook Hotel Trust position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 37 Pebblebrook Hotel Trust shares in Q3 2022, an estimated $1K.
  • Prospera Financial Services first reported a position in Pebblebrook Hotel Trust in Q3 2020 and held it in 3 quarters.
  • Prospera Financial Services's Pebblebrook Hotel Trust position peaked at $2K in Q1 2022.
  • 254 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.