TWD
SOHO

True Wealth Design’s Sotherly Hotels SOHO Stock Holding History

True Wealth Design’s Portfolio SOHO Stock Details SOHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-4,281
Closed -$3.47K – 2794
2025
Q3 		$3.47K Hold
4,281
– – ﹤0.01% 1235
2025
Q2 		$4.08K Hold
4,281
– – ﹤0.01% 887
2025
Q1 		$3K Hold
4,281
– – ﹤0.01% 859
2024
Q4 		$3.99K Sell
4,281
-1
-0% -$1 ﹤0.01% 577
2024
Q3 		$5.18K Hold
4,282
– – ﹤0.01% 546
2024
Q2 		$4.92K Hold
4,282
– – ﹤0.01% 284
2024
Q1 		$6.21K Hold
4,282
– – ﹤0.01% 267
2023
Q4 		$6.38K Hold
4,282
– – ﹤0.01% 252
2023
Q3 		$7.24K Hold
4,282
– – ﹤0.01% 215
2023
Q2 		$8.09K Hold
4,282
– – ﹤0.01% 223
2023
Q1 		$8.54K Hold
4,282
– – ﹤0.01% 249
2022
Q4 		$7.75K Buy
+4,282
New +$8.55K ﹤0.01% 231

Other funds holding SOHO

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AC
AlphaCore Capital La Jolla, California $4.22B AUM 21.28% 1-Year Est. Return
PCM
PenderFund Capital Management Vancouver, British Columbia, Canada $639M AUM 31.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JC
JBF Capital Aspen, Colorado $674M AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.3B AUM 62.01% 1-Year Est. Return