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

TCI 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 Q2	–	Sell	-794	Closed	-$5.34K	–	2443
2023 Q1	$5.34K	Buy	794 +504	+174%	+$4.09K	﹤0.01%	1483
2022 Q4	$2.47K	Hold	290	–	–	﹤0.01%	1924
2022 Q3	$2K	Hold	290	–	–	﹤0.01%	2013
2022 Q2	$3K	Hold	290	–	–	﹤0.01%	1941
2022 Q1	$3K	Hold	290	–	–	﹤0.01%	1936
2021 Q4	$3K	Hold	290	–	–	﹤0.01%	2055
2021 Q3	$3K	Hold	290	–	–	﹤0.01%	2059
2021 Q2	$3K	Hold	290	–	–	﹤0.01%	1894
2021 Q1	$3K	Hold	290	–	–	﹤0.01%	1623
2020 Q4	$2K	Hold	290	–	–	﹤0.01%	1302
2020 Q3	$2K	Sell	290 -121	-29%	-$712	﹤0.01%	1217
2020 Q2	$2K	Buy	+411	New	+$2.19K	﹤0.01%	1162
2020 Q1	–	Sell	-140	Closed	-$2K	–	1822
2019 Q4	$2K	Hold	140	–	–	﹤0.01%	1244
2019 Q3	$2K	Buy	+140	New	+$2.14K	﹤0.01%	1181
2019 Q2	–	Hold	0	–	–	–	1354
2019 Q1	–	Hold	0	–	–	–	1111
2018 Q4	–	Hold	0	–	–	–	1086
2018 Q3	–	Hold	0	–	–	–	1106
2018 Q2	–	Sell	-88	Closed	-$1.75K	–	1177
2018 Q1	$2K	Buy	+88	New	+$1.56K	﹤0.01%	1035
2017 Q4	–	Hold	0	–	–	–	1085
2017 Q3	–	Hold	0	–	–	–	887
2017 Q2	–	Hold	0	–	–	–	1257

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

IECM

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

TCI Wealth Advisors's HT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest (HT) in Q2 2023, closing a stake of 794 shares — an estimated $5.34K sold.

TCI Wealth Advisors first reported a position in HT in Q1 2018 and held it in 15 quarters. The position peaked at $5.34K in Q1 2023. 137 funds tracked by Wall St. Rank hold HT as of Q2 2023.

TCI Wealth Advisors reported no remaining Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 794 Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest shares in Q2 2023, an estimated $5.34K.
TCI 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 15 quarters.
TCI Wealth Advisors's Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest position peaked at $5.34K in Q1 2023.
137 funds tracked by Wall St. Rank held Hersha Hospitality Trust Priority Class A Common Shares of Beneficial Interest as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.