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Regent Peak Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

Regent Peak Wealth Advisors’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
2024
Q1 		– Sell
-12,985
Closed -$87.3K – 175
2023
Q4 		$87.3K Hold
12,985
– – 0.02% 163
2023
Q3 		$75.3K Buy
+12,985
New +$77.5K 0.02% 149

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State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Regent Peak Wealth Advisors's INN Position: Q1 2024 in Review

Regent Peak Wealth Advisors sold out of Summit Hotel Properties (INN) in Q1 2024, closing a stake of 12,985 shares — an estimated $87.3K sold.

Regent Peak Wealth Advisors first reported a position in INN in Q3 2023 and held it in 2 quarters. The position peaked at $87.3K in Q4 2023. 184 funds tracked by Wall St. Rank hold INN as of Q1 2024.

  • Regent Peak Wealth Advisors reported no remaining Summit Hotel Properties position as of Q1 2024 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 12,985 Summit Hotel Properties shares in Q1 2024, an estimated $87.3K.
  • Regent Peak Wealth Advisors first reported a position in Summit Hotel Properties in Q3 2023 and held it in 2 quarters.
  • Regent Peak Wealth Advisors's Summit Hotel Properties position peaked at $87.3K in Q4 2023.
  • 184 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2024.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2024, filed 1 May 2024.