TCWP’s Sunstone Hotel Investors SHO Stock Holding History

TCWP’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
2022 Q2	–	Sell	-374	Closed	-$4K	–	1479
2022 Q1	$4K	Buy	+374	New	+$4.25K	﹤0.01%	1142

Other funds holding SHO

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

TCWP's SHO Position: Q2 2022 in Review

TCWP sold out of Sunstone Hotel Investors (SHO) in Q2 2022, closing a stake of 374 shares — an estimated $4K sold.

TCWP first reported a position in SHO in Q1 2022 and held it in 1 quarter. The position peaked at $4K in Q1 2022. 210 funds tracked by Wall St. Rank hold SHO as of Q2 2022.

TCWP reported no remaining Sunstone Hotel Investors position as of Q2 2022 after selling out during the quarter.
TCWP sold 374 Sunstone Hotel Investors shares in Q2 2022, an estimated $4K.
TCWP first reported a position in Sunstone Hotel Investors in Q1 2022 and held it in 1 quarter.
TCWP's Sunstone Hotel Investors position peaked at $4K in Q1 2022.
210 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.