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WealthShield Partners’s Sunstone Hotel Investors SHO Stock Holding History

WealthShield Partners’s Portfolio SHO Stock Details SHO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-220
Closed -$3K – 1093
2021
Q1 		$3K Buy
+220
New +$2.63K ﹤0.01% 1036

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Invesco
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Norges Bank
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State Street
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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

WealthShield Partners's SHO Position: Q2 2021 in Review

WealthShield Partners sold out of Sunstone Hotel Investors (SHO) in Q2 2021, closing a stake of 220 shares — an estimated $3K sold.

WealthShield Partners first reported a position in SHO in Q1 2021 and held it in 1 quarter. The position peaked at $3K in Q1 2021. 189 funds tracked by Wall St. Rank hold SHO as of Q2 2021.

  • WealthShield Partners reported no remaining Sunstone Hotel Investors position as of Q2 2021 after selling out during the quarter.
  • WealthShield Partners sold 220 Sunstone Hotel Investors shares in Q2 2021, an estimated $3K.
  • WealthShield Partners first reported a position in Sunstone Hotel Investors in Q1 2021 and held it in 1 quarter.
  • WealthShield Partners's Sunstone Hotel Investors position peaked at $3K in Q1 2021.
  • 189 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q2 2021.

Based on WealthShield Partners's 13F filing for Q2 2021, filed 6 Aug 2021.