WLPWM
AHT

Walled Lake Planning & Wealth Management’s Ashford Hospitality Trust AHT Stock Holding History

Walled Lake Planning & Wealth Management’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
2021
Q4 		– Sell
-20
Closed -$3K – 108
2021
Q3 		$3K Hold
20
– – ﹤0.01% 298
2021
Q2 		$9K Buy
+20
New +$7.25K 0.01% 244

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Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
State Street
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BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Walled Lake Planning & Wealth Management's AHT Position: Q4 2021 in Review

Walled Lake Planning & Wealth Management sold out of Ashford Hospitality Trust (AHT) in Q4 2021, closing a stake of 20 shares — an estimated $3K sold.

Walled Lake Planning & Wealth Management first reported a position in AHT in Q2 2021 and held it in 2 quarters. The position peaked at $9K in Q2 2021. 114 funds tracked by Wall St. Rank hold AHT as of Q4 2021.

  • Walled Lake Planning & Wealth Management reported no remaining Ashford Hospitality Trust position as of Q4 2021 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 20 Ashford Hospitality Trust shares in Q4 2021, an estimated $3K.
  • Walled Lake Planning & Wealth Management first reported a position in Ashford Hospitality Trust in Q2 2021 and held it in 2 quarters.
  • Walled Lake Planning & Wealth Management's Ashford Hospitality Trust position peaked at $9K in Q2 2021.
  • 114 funds tracked by Wall St. Rank held Ashford Hospitality Trust as of Q4 2021.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q4 2021, filed 10 Feb 2022.