Steward Partners Investment Advisory’s Pebblebrook Hotel Trust PEB Stock Holding History

Steward Partners Investment Advisory’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	-203	Closed	-$3.13K	–	3690
2024 Q1	$3.13K	Hold	203	–	–	﹤0.01%	3184
2023 Q4	$3.24K	Buy	+203	New	+$2.7K	﹤0.01%	3108
2022 Q1	–	Sell	-50	Closed	-$1K	–	3349
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	3110
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	3094
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	6981
2021 Q1	$1.22K	Hold	50	–	–	﹤0.01%	3294
2020 Q4	$1K	Sell	50 -408	-89%	-$6.6K	﹤0.01%	2799
2020 Q3	$6K	Hold	458	–	–	﹤0.01%	2313
2020 Q2	$6K	Hold	458	–	–	﹤0.01%	2226
2020 Q1	$4K	Sell	458 -50	-10%	-$1.02K	﹤0.01%	2156
2019 Q4	$13K	Sell	508 -80	-14%	-$2.11K	﹤0.01%	1923
2019 Q3	$16K	Hold	588	–	–	﹤0.01%	1808
2019 Q2	$16K	Buy	+588	New	+$17.8K	﹤0.01%	1794
2018 Q4	–	Sell	-588	Closed	-$21K	–	1737
2018 Q3	$21K	Buy	588 +130	+28%	+$4.96K	﹤0.01%	1537
2018 Q2	$18K	Hold	458	–	–	﹤0.01%	1507
2018 Q1	$15K	Buy	+458	New	+$16.6K	﹤0.01%	1446

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

Steward Partners Investment Advisory's PEB Position: Q2 2024 in Review

Steward Partners Investment Advisory sold out of Pebblebrook Hotel Trust (PEB) in Q2 2024, closing a stake of 203 shares — an estimated $3.13K sold.

Steward Partners Investment Advisory first reported a position in PEB in Q1 2018 and held it in 16 quarters. The position peaked at $21K in Q3 2018. 244 funds tracked by Wall St. Rank hold PEB as of Q2 2024.

Steward Partners Investment Advisory reported no remaining Pebblebrook Hotel Trust position as of Q2 2024 after selling out during the quarter.
Steward Partners Investment Advisory sold 203 Pebblebrook Hotel Trust shares in Q2 2024, an estimated $3.13K.
Steward Partners Investment Advisory first reported a position in Pebblebrook Hotel Trust in Q1 2018 and held it in 16 quarters.
Steward Partners Investment Advisory's Pebblebrook Hotel Trust position peaked at $21K in Q3 2018.
244 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2024.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2024, filed 8 Aug 2024.