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

TCI 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 Q2	–	Sell	-549	Closed	-$3.84K	–	1168
2023 Q1	$3.84K	Hold	549	–	–	﹤0.01%	1712
2022 Q4	$3.96K	Hold	549	–	–	﹤0.01%	1682
2022 Q3	$4K	Hold	549	–	–	﹤0.01%	1614
2022 Q2	$4K	Sell	549 -431	-44%	-$3.79K	﹤0.01%	1635
2022 Q1	$9K	Hold	980	–	–	﹤0.01%	1163
2021 Q4	$10K	Buy	980 +431	+79%	+$4.18K	﹤0.01%	1167
2021 Q3	$5K	Hold	549	–	–	﹤0.01%	1600
2021 Q2	$5K	Sell	549 -196	-26%	-$1.94K	﹤0.01%	1448
2021 Q1	$8K	Buy	745 +196	+36%	+$1.89K	﹤0.01%	985
2020 Q4	$5K	Hold	549	–	–	﹤0.01%	876
2020 Q3	$3K	Hold	549	–	–	﹤0.01%	958
2020 Q2	$3K	Buy	+549	New	+$3.1K	﹤0.01%	909
2020 Q1	–	Sell	-340	Closed	-$4K	–	1614
2019 Q4	$4K	Buy	340 +62	+22%	+$745	﹤0.01%	923
2019 Q3	$3K	Buy	+278	New	+$3.18K	﹤0.01%	958
2018 Q3	–	Hold	0	–	–	–	1244
2018 Q2	–	Sell	-78	Closed	-$1.13K	–	1307
2018 Q1	$1K	Buy	+78	New	+$1.12K	﹤0.01%	1159
2017 Q4	–	Hold	0	–	–	–	1207
2017 Q3	–	Hold	0	–	–	–	1131
2017 Q2	–	Hold	0	–	–	–	990
2017 Q1	–	Hold	0	–	–	–	1108
2016 Q4	–	Hold	0	–	–	–	1177
2016 Q3	–	Hold	0	–	–	–	1140
2016 Q2	–	Hold	0	–	–	–	1080

Other funds holding INN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $12.8B AUM 48.82% 1-Year Est. Return

H2CM

H/2 Credit Manager Stamford, Connecticut $526M AUM 70.67% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Summit Hotel Properties (INN) in Q2 2023, closing a stake of 549 shares — an estimated $3.84K sold.

TCI Wealth Advisors first reported a position in INN in Q1 2018 and held it in 15 quarters. The position peaked at $10K in Q4 2021. 204 funds tracked by Wall St. Rank hold INN as of Q2 2023.

TCI Wealth Advisors reported no remaining Summit Hotel Properties position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 549 Summit Hotel Properties shares in Q2 2023, an estimated $3.84K.
TCI Wealth Advisors first reported a position in Summit Hotel Properties in Q1 2018 and held it in 15 quarters.
TCI Wealth Advisors's Summit Hotel Properties position peaked at $10K in Q4 2021.
204 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q2 2023.

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