SOA Wealth Advisors’s Park Hotels & Resorts PK Stock Holding History

SOA Wealth Advisors’s Portfolio PK Stock Details PK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-27	Closed	-$288	–	917
2025 Q1	$288	Hold	27	–	–	﹤0.01%	816
2024 Q4	$380	Buy	+27	New	+$396	﹤0.01%	792

Other funds holding PK

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

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

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

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

SOA Wealth Advisors's PK Position: Q2 2025 in Review

SOA Wealth Advisors sold out of Park Hotels & Resorts (PK) in Q2 2025, closing a stake of 27 shares — an estimated $288 sold.

SOA Wealth Advisors first reported a position in PK in Q4 2024 and held it in 2 quarters. The position peaked at $380 in Q4 2024. 346 funds tracked by Wall St. Rank hold PK as of Q2 2025.

SOA Wealth Advisors reported no remaining Park Hotels & Resorts position as of Q2 2025 after selling out during the quarter.
SOA Wealth Advisors sold 27 Park Hotels & Resorts shares in Q2 2025, an estimated $288.
SOA Wealth Advisors first reported a position in Park Hotels & Resorts in Q4 2024 and held it in 2 quarters.
SOA Wealth Advisors's Park Hotels & Resorts position peaked at $380 in Q4 2024.
346 funds tracked by Wall St. Rank held Park Hotels & Resorts as of Q2 2025.

Based on SOA Wealth Advisors's 13F filing for Q2 2025, filed 18 Jul 2025.