Sutton Wealth Advisors’s Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest HT Stock Holding History

Sutton Wealth Advisors’s Portfolio HT Stock Details HT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-2,865	Closed	-$24.4K	–	1645
2022 Q4	$24.4K	Hold	2,865	–	–	0.01%	613
2022 Q3	$22.9K	Sell	2,865 -1	-0%	-$10	0.01%	621
2022 Q2	$28.1K	Hold	2,866	–	–	0.01%	550
2022 Q1	$26K	Buy	2,866 +13	+0.5%	+$120	0.01%	621
2021 Q4	$26.2K	Hold	2,853	–	–	0.01%	628
2021 Q3	$26.6K	Hold	2,853	–	–	0.01%	608
2021 Q2	$30.7K	Hold	2,853	–	–	0.01%	565
2021 Q1	$30.1K	Hold	2,853	–	–	0.01%	551
2020 Q4	$22.5K	Sell	2,853 -326	-10%	-$2.22K	0.01%	573
2020 Q3	$17.6K	Hold	3,179	–	–	0.01%	579
2020 Q2	$18.3K	Buy	3,179 +249	+8%	+$1.33K	0.01%	559
2020 Q1	$10.5K	Buy	+2,930	New	+$31.9K	0.01%	642
2019 Q3	–	Sell	-977	Closed	-$16.2K	–	1228
2019 Q2	$16.2K	Hold	977	–	–	0.01%	642
2019 Q1	$16.7K	Hold	977	–	–	0.01%	637
2018 Q4	$17.1K	Hold	977	–	–	0.01%	574
2018 Q3	$22.1K	Hold	977	–	–	0.01%	552
2018 Q2	$21K	Hold	977	–	–	0.01%	571
2018 Q1	$17.5K	Buy	+977	New	+$17.4K	0.01%	625

Other funds holding HT

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

IECM

Intrinsic Edge Capital Management Chicago, Illinois $603M AUM 66.97% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

Sutton Wealth Advisors's HT Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q1 2023, closing a stake of 2,865 shares — an estimated $24.4K sold.

Sutton Wealth Advisors first reported a position in HT in Q1 2018 and held it in 18 quarters. The position peaked at $30.7K in Q2 2021. 157 funds tracked by Wall St. Rank hold HT as of Q1 2023.

Sutton Wealth Advisors reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 2,865 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q1 2023, an estimated $24.4K.
Sutton Wealth Advisors first reported a position in Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest in Q1 2018 and held it in 18 quarters.
Sutton Wealth Advisors's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $30.7K in Q2 2021.
157 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.