VFA
AHT

Valeo Financial Advisors’s Ashford Hospitality Trust AHT Stock Holding History

Valeo Financial Advisors’s Portfolio AHT Stock Details AHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1
Closed -$3K – 1543
2019
Q2 		$3K Hold
1
– – ﹤0.01% 1315
2019
Q1 		$5K Buy
+1
New +$4.82K ﹤0.01% 1134

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Renaissance Technologies
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Valeo Financial Advisors's AHT Position: Q3 2019 in Review

Valeo Financial Advisors sold out of Ashford Hospitality Trust (AHT) in Q3 2019, closing a stake of 1 share — an estimated $3K sold.

Valeo Financial Advisors first reported a position in AHT in Q1 2019 and held it in 2 quarters. The position peaked at $5K in Q1 2019. 127 funds tracked by Wall St. Rank hold AHT as of Q3 2019.

  • Valeo Financial Advisors reported no remaining Ashford Hospitality Trust position as of Q3 2019 after selling out during the quarter.
  • Valeo Financial Advisors sold 1 Ashford Hospitality Trust share in Q3 2019, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Ashford Hospitality Trust in Q1 2019 and held it in 2 quarters.
  • Valeo Financial Advisors's Ashford Hospitality Trust position peaked at $5K in Q1 2019.
  • 127 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q3 2019.

Based on Valeo Financial Advisors's 13F filing for Q3 2019, filed 15 Oct 2019.