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TCI Wealth Advisors’s Pebblebrook Hotel Trust PEB Stock Holding History

TCI Wealth Advisors’s Portfolio PEB Stock Details PEB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-344
Closed -$4.83K – 1638
2023
Q1 		$4.83K Sell
344
-189
-35% -$2.76K ﹤0.01% 1555
2022
Q4 		$7.14K Buy
+533
New +$8.14K ﹤0.01% 1297
2022
Q2 		– Sell
-573
Closed -$14K – 2460
2022
Q1 		$14K Buy
573
+43
+8% +$987 ﹤0.01% 892
2021
Q4 		$12K Buy
530
+360
+212% +$8.11K ﹤0.01% 1044
2021
Q3 		$4K Buy
170
+58
+52% +$1.28K ﹤0.01% 1796
2021
Q2 		$3K Sell
112
-32
-22% -$753 ﹤0.01% 1821
2021
Q1 		$3K Buy
+144
New +$3.16K ﹤0.01% 1563

Other funds holding PEB

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
PI
PGGM Investments Zeist, Netherlands $5.7B AUM 17.05% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Pebblebrook Hotel Trust (PEB) in Q2 2023, closing a stake of 344 shares — an estimated $4.83K sold.

TCI Wealth Advisors first reported a position in PEB in Q1 2021 and held it in 7 quarters. The position peaked at $14K in Q1 2022. 237 funds tracked by Wall St. Rank hold PEB as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Pebblebrook Hotel Trust position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 344 Pebblebrook Hotel Trust shares in Q2 2023, an estimated $4.83K.
  • TCI Wealth Advisors first reported a position in Pebblebrook Hotel Trust in Q1 2021 and held it in 7 quarters.
  • TCI Wealth Advisors's Pebblebrook Hotel Trust position peaked at $14K in Q1 2022.
  • 237 funds tracked by Wall St. Rank held Pebblebrook Hotel Trust as of Q2 2023.

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