River Wealth Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

River Wealth Advisors’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-44,453	Closed	-$436K	–	214
2022 Q2	$436K	Sell	44,453 -745	-2%	-$7.46K	0.08%	156
2022 Q1	$421K	Buy	45,198 +745	+2%	+$6.88K	0.07%	163
2021 Q4	$408K	Hold	44,453	–	–	0.06%	166
2021 Q3	$415K	Hold	44,453	–	–	0.07%	164
2021 Q2	$478K	Hold	44,453	–	–	0.08%	151
2021 Q1	$469K	Buy	44,453 +762	+2%	+$7.34K	0.09%	152
2020 Q4	$345K	Hold	43,691	–	–	0.07%	167
2020 Q3	$242K	Hold	43,691	–	–	0.06%	182
2020 Q2	$252K	Hold	43,691	–	–	0.08%	160
2020 Q1	$156K	Buy	43,691 +12,898	+42%	+$140K	0.06%	154
2019 Q4	$448K	Hold	30,793	–	–	0.15%	122
2019 Q3	$458K	Buy	30,793 +715	+2%	+$10.9K	0.17%	113
2019 Q2	$497K	Buy	30,078 +5,828	+24%	+$103K	0.19%	110
2019 Q1	$416K	Hold	24,250	–	–	0.17%	119
2018 Q4	$425K	Buy	24,250 +1,750	+8%	+$32.7K	0.19%	109
2018 Q3	$510K	Hold	22,500	–	–	0.19%	115
2018 Q2	$483K	Hold	22,500	–	–	0.19%	115
2018 Q1	$403K	Hold	22,500	–	–	0.17%	126
2017 Q4	$392K	Hold	22,500	–	–	0.16%	128
2017 Q3	$420K	Hold	22,500	–	–	0.19%	119
2017 Q2	$416K	Hold	22,500	–	–	0.19%	122
2017 Q1	$423K	Buy	22,500 +2,087	+10%	+$41.8K	0.21%	117
2016 Q4	$439K	Sell	20,413 -300	-1%	-$5.85K	0.22%	117
2016 Q3	$373K	Hold	20,713	–	–	0.21%	118
2016 Q2	$355K	Hold	20,713	–	–	0.2%	123
2016 Q1	$442K	Hold	20,713	–	–	0.26%	107
2015 Q4	$451K	Hold	20,713	–	–	0.29%	100
2015 Q3	$469K	Buy	20,713 +250	+1%	+$6.38K	0.32%	97
2015 Q2	$525K	Buy	20,463 +125	+0.6%	+$3.24K	0.33%	97
2015 Q1	$533K	Buy	+20,338	New	+$546K	0.33%	99

Other funds holding HT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SAM

Soviero Asset Management New York $200M AUM 134.59% 1-Year Est. Return

1060 Capital Denver, Colorado $82.3M AUM 146.68% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cantor Fitzgerald New York $6.78B AUM 29.01% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

River Wealth Advisors's HT Position: Q3 2022 in Review

River Wealth Advisors sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q3 2022, closing a stake of 44,453 shares — an estimated $436K sold.

River Wealth Advisors first reported a position in HT in Q1 2015 and held it in 30 quarters. The position peaked at $533K in Q1 2015. 157 funds tracked by Wall St. Rank hold HT as of Q3 2022.

River Wealth Advisors reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q3 2022 after selling out during the quarter.
River Wealth Advisors sold 44,453 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q3 2022, an estimated $436K.
River Wealth Advisors first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q1 2015 and held it in 30 quarters.
River Wealth Advisors's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $533K in Q1 2015.
157 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q3 2022.

Based on River Wealth Advisors's 13F filing for Q3 2022, filed 14 Nov 2022.