TD Private Client Wealth’s Summit Hotel Properties INN Stock Holding History

TD Private Client Wealth’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
2021 Q4	–	Sell	-123	Closed	-$1.18K	–	1214
2021 Q3	$1.18K	Hold	123	–	–	﹤0.01%	1080
2021 Q2	$1.15K	Hold	123	–	–	﹤0.01%	1091
2021 Q1	$1.25K	Hold	123	–	–	﹤0.01%	1041
2020 Q4	$1.11K	Hold	123	–	–	﹤0.01%	1005
2020 Q3	$637	Hold	123	–	–	﹤0.01%	1006
2020 Q2	$729	Buy	+123	New	+$693	﹤0.01%	985

Other funds holding INN

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

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

H2CM

H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

TD Private Client Wealth's INN Position: Q4 2021 in Review

TD Private Client Wealth sold out of Summit Hotel Properties (INN) in Q4 2021, closing a stake of 123 shares — an estimated $1.18K sold.

TD Private Client Wealth first reported a position in INN in Q2 2020 and held it in 6 quarters. The position peaked at $1.25K in Q1 2021. 213 funds tracked by Wall St. Rank hold INN as of Q4 2021.

TD Private Client Wealth reported no remaining Summit Hotel Properties position as of Q4 2021 after selling out during the quarter.
TD Private Client Wealth sold 123 Summit Hotel Properties shares in Q4 2021, an estimated $1.18K.
TD Private Client Wealth first reported a position in Summit Hotel Properties in Q2 2020 and held it in 6 quarters.
TD Private Client Wealth's Summit Hotel Properties position peaked at $1.25K in Q1 2021.
213 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2021.

Based on TD Private Client Wealth's 13F filing for Q4 2021, filed 16 Aug 2024.