SPIA
BHR

Steward Partners Investment Advisory’s Braemar Hotels & Resorts BHR Stock Holding History

Steward Partners Investment Advisory’s Portfolio BHR Stock Details BHR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-626
Closed -$2.57K – 3320
2022
Q4 		$2.57K Hold
626
– – ﹤0.01% 2965
2022
Q3 		$3K Sell
626
-500
-44% -$2.54K ﹤0.01% 2913
2022
Q2 		$5K Sell
1,126
-26,523
-96% -$150K ﹤0.01% 2754
2022
Q1 		$171K Buy
+27,649
New +$158K ﹤0.01% 1361

Other funds holding BHR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
DKP
Davidson Kempner Partners New York $5.16B AUM
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.91% 1-Year Est. Return
KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
JRCM
Jones Road Capital Management New York $55.3M AUM 29.97% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's BHR Position: Q1 2023 in Review

Steward Partners Investment Advisory sold out of Braemar Hotels & Resorts (BHR) in Q1 2023, closing a stake of 626 shares — an estimated $2.57K sold.

Steward Partners Investment Advisory first reported a position in BHR in Q1 2022 and held it in 4 quarters. The position peaked at $171K in Q1 2022. 127 funds tracked by Wall St. Rank hold BHR as of Q1 2023.

  • Steward Partners Investment Advisory reported no remaining Braemar Hotels & Resorts position as of Q1 2023 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 626 Braemar Hotels & Resorts shares in Q1 2023, an estimated $2.57K.
  • Steward Partners Investment Advisory first reported a position in Braemar Hotels & Resorts in Q1 2022 and held it in 4 quarters.
  • Steward Partners Investment Advisory's Braemar Hotels & Resorts position peaked at $171K in Q1 2022.
  • 127 funds tracked by Wall St. Rank held Braemar Hotels & Resorts as of Q1 2023.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2023, filed 15 May 2023.