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Sutton Wealth Advisors’s Sunstone Hotel Investors SHO Stock Holding History

Sutton Wealth Advisors’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-15
Closed -$145 – 1440
2022
Q4 		$145 Sell
15
-2,283
-99% -$23.6K ﹤0.01% 1617
2022
Q3 		$21.6K Buy
+2,298
New +$24.8K 0.01% 634

Other funds holding SHO

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Sutton Wealth Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2023, closing a stake of 15 shares — an estimated $145 sold.

Sutton Wealth Advisors first reported a position in SHO in Q3 2022 and held it in 2 quarters. The position peaked at $21.6K in Q3 2022. 219 funds tracked by Wall St. Rank hold SHO as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 15 Sunstone Hotel Investors shares in Q1 2023, an estimated $145.
  • Sutton Wealth Advisors first reported a position in Sunstone Hotel Investors in Q3 2022 and held it in 2 quarters.
  • Sutton Wealth Advisors's Sunstone Hotel Investors position peaked at $21.6K in Q3 2022.
  • 219 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2023.

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