VWM
INN

Venturi Wealth Management’s Summit Hotel Properties INN Stock Holding History

Venturi Wealth Management’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
2024
Q4 		– Sell
-1,690
Closed -$11.6K – 1989
2024
Q3 		$11.6K Buy
+1,690
New +$10.8K ﹤0.01% 1155

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Venturi Wealth Management's INN Position: Q4 2024 in Review

Venturi Wealth Management sold out of Summit Hotel Properties (INN) in Q4 2024, closing a stake of 1,690 shares — an estimated $11.6K sold.

Venturi Wealth Management first reported a position in INN in Q3 2024 and held it in 1 quarter. The position peaked at $11.6K in Q3 2024. 210 funds tracked by Wall St. Rank hold INN as of Q4 2024.

  • Venturi Wealth Management reported no remaining Summit Hotel Properties position as of Q4 2024 after selling out during the quarter.
  • Venturi Wealth Management sold 1,690 Summit Hotel Properties shares in Q4 2024, an estimated $11.6K.
  • Venturi Wealth Management first reported a position in Summit Hotel Properties in Q3 2024 and held it in 1 quarter.
  • Venturi Wealth Management's Summit Hotel Properties position peaked at $11.6K in Q3 2024.
  • 210 funds tracked by Wall St. Rank held Summit Hotel Properties as of Q4 2024.

Based on Venturi Wealth Management's 13F filing for Q4 2024, filed 31 Jan 2025.