SWM
AHT

Selective Wealth Management’s Ashford Hospitality Trust AHT Stock Holding History

Selective Wealth Management’s Portfolio AHT Stock Details AHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-250
Closed -$17K – 147
2022
Q3 		$17K Hold
250
– – 0.01% 441
2022
Q2 		$15K Buy
+250
New +$16.8K 0.01% 503

Other funds holding AHT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VM
Varde Management Minneapolis, Minnesota $49.3M AUM 87.64% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CM
CastleKnight Management New York $6B AUM 121.87% 1-Year Est. Return

Selective Wealth Management's AHT Position: Q4 2022 in Review

Selective Wealth Management sold out of Ashford Hospitality Trust (AHT) in Q4 2022, closing a stake of 250 shares — an estimated $17K sold.

Selective Wealth Management first reported a position in AHT in Q2 2022 and held it in 2 quarters. The position peaked at $17K in Q3 2022. 101 funds tracked by Wall St. Rank hold AHT as of Q4 2022.

  • Selective Wealth Management reported no remaining Ashford Hospitality Trust position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 250 Ashford Hospitality Trust shares in Q4 2022, an estimated $17K.
  • Selective Wealth Management first reported a position in Ashford Hospitality Trust in Q2 2022 and held it in 2 quarters.
  • Selective Wealth Management's Ashford Hospitality Trust position peaked at $17K in Q3 2022.
  • 101 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.