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

TCI 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	-581	Closed	-$5.61K	–	2621
2022 Q4	$5.61K	Hold	581	–	–	﹤0.01%	1443
2022 Q3	$5K	Hold	581	–	–	﹤0.01%	1516
2022 Q2	$6K	Sell	581 -251	-30%	-$2.87K	﹤0.01%	1398
2022 Q1	$10K	Buy	832 +251	+43%	+$2.85K	﹤0.01%	1116
2021 Q4	$7K	Sell	581 -108	-16%	-$1.29K	﹤0.01%	1456
2021 Q3	$8K	Hold	689	–	–	﹤0.01%	1289
2021 Q2	$9K	Hold	689	–	–	﹤0.01%	1061
2021 Q1	$9K	Buy	689 +581	+538%	+$6.94K	﹤0.01%	937
2020 Q4	$1K	Buy	+108	New	+$1.03K	﹤0.01%	1446

Other funds holding SHO

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Sunstone Hotel Investors (SHO) in Q1 2023, closing a stake of 581 shares — an estimated $5.61K sold.

TCI Wealth Advisors first reported a position in SHO in Q4 2020 and held it in 9 quarters. The position peaked at $10K in Q1 2022. 219 funds tracked by Wall St. Rank hold SHO as of Q1 2023.

TCI Wealth Advisors reported no remaining Sunstone Hotel Investors position as of Q1 2023 after selling out during the quarter.
TCI Wealth Advisors sold 581 Sunstone Hotel Investors shares in Q1 2023, an estimated $5.61K.
TCI Wealth Advisors first reported a position in Sunstone Hotel Investors in Q4 2020 and held it in 9 quarters.
TCI Wealth Advisors's Sunstone Hotel Investors position peaked at $10K in Q1 2022.
219 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q1 2023.

Based on TCI Wealth Advisors's 13F filing for Q1 2023, filed 3 May 2023.