SWA
INN

Sutton Wealth Advisors’s Summit Hotel Properties INN Stock Holding History

Sutton Wealth Advisors’s Portfolio INN Stock Details INN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-4,974
Closed -$35.9K – 1165
2022
Q4 		$35.9K Hold
4,974
– – 0.01% 490
2022
Q3 		$33.4K Sell
4,974
-47
-0.9% -$367 0.01% 488
2022
Q2 		$36.5K Buy
5,021
+32
+0.6% +$281 0.01% 466
2022
Q1 		$49.7K Hold
4,989
– – 0.02% 402
2021
Q4 		$48.7K Buy
4,989
+29
+0.6% +$281 0.02% 424
2021
Q3 		$47.8K Hold
4,960
– – 0.02% 407
2021
Q2 		$46.3K Hold
4,960
– – 0.02% 428
2021
Q1 		$50.4K Hold
4,960
– – 0.02% 390
2020
Q4 		$44.7K Hold
4,960
– – 0.02% 394
2020
Q3 		$25.7K Hold
4,960
– – 0.01% 474
2020
Q2 		$29.4K Buy
+4,960
New +$28K 0.02% 431
2020
Q1 		– Sell
-1,654
Closed -$20.4K – 1234
2019
Q4 		$20.4K Hold
1,654
– – 0.01% 598
2019
Q3 		$19.2K Hold
1,654
– – 0.01% 593
2019
Q2 		$19K Hold
1,654
– – 0.01% 595
2019
Q1 		$18.9K Hold
1,654
– – 0.01% 589
2018
Q4 		$16.1K Hold
1,654
– – 0.01% 594
2018
Q3 		$22.4K Hold
1,654
– – 0.01% 548
2018
Q2 		$23.7K Hold
1,654
– – 0.02% 536
2018
Q1 		$22.5K Hold
1,654
– – 0.02% 526
2017
Q4 		$25.2K Hold
1,654
– – 0.02% 473
2017
Q3 		$26.4K Hold
1,654
– – 0.02% 449
2017
Q2 		$30.8K Hold
1,654
– – 0.02% 383
2017
Q1 		$26.4K Hold
1,654
– – 0.02% 409
2016
Q4 		$26.5K Hold
1,654
– – 0.02% 405
2016
Q3 		$21.8K Hold
1,654
– – 0.02% 440
2016
Q2 		$21.9K Hold
1,654
– – 0.02% 424
2016
Q1 		$19.8K Buy
+1,654
New +$17.6K 0.02% 443

Other funds holding INN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Summit Hotel Properties (INN) in Q1 2023, closing a stake of 4,974 shares — an estimated $35.9K sold.

Sutton Wealth Advisors first reported a position in INN in Q1 2016 and held it in 27 quarters. The position peaked at $50.4K in Q1 2021. 213 funds tracked by Wall St. Rank hold INN as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Summit Hotel Properties position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 4,974 Summit Hotel Properties shares in Q1 2023, an estimated $35.9K.
  • Sutton Wealth Advisors first reported a position in Summit Hotel Properties in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Summit Hotel Properties position peaked at $50.4K in Q1 2021.
  • 213 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q1 2023.

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