SOA Wealth Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

SOA Wealth Advisors’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
2024 Q2	–	Sell	-4	Closed	-$62	–	900
2024 Q1	$62	Hold	4	–	–	﹤0.01%	893
2023 Q4	$64	Hold	4	–	–	﹤0.01%	890
2023 Q3	$55	Hold	4	–	–	﹤0.01%	921
2023 Q2	$56	Hold	4	–	–	﹤0.01%	923
2023 Q1	$56	Hold	4	–	–	﹤0.01%	949
2022 Q4	$54	Hold	4	–	–	﹤0.01%	953
2022 Q3	$0	Hold	4	–	–	﹤0.01%	946
2022 Q2	$0	Hold	4	–	–	﹤0.01%	975
2022 Q1	$0	Hold	4	–	–	﹤0.01%	980
2021 Q4	$0	Hold	4	–	–	﹤0.01%	957
2021 Q3	$0	Hold	4	–	–	﹤0.01%	966
2021 Q2	$0	Hold	4	–	–	﹤0.01%	944
2021 Q1	$0	Hold	4	–	–	﹤0.01%	895
2020 Q4	$0	Buy	+4	New	+$65	﹤0.01%	865

Other funds holding PEB

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

SOA Wealth Advisors's PEB Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q2 2024, closing a stake of 4 shares — an estimated $62 sold.

SOA Wealth Advisors first reported a position in PEB in Q4 2020 and held it in 14 quarters. The position peaked at $64 in Q4 2023. 244 funds tracked by Wall St. Rank hold PEB as of Q2 2024.

SOA Wealth Advisors reported no remaining Pebblebrook Hotel Trust position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 4 Pebblebrook Hotel Trust shares in Q2 2024, an estimated $62.
SOA Wealth Advisors first reported a position in Pebblebrook Hotel Trust in Q4 2020 and held it in 14 quarters.
SOA Wealth Advisors's Pebblebrook Hotel Trust position peaked at $64 in Q4 2023.
244 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.