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Wedbush Securities’s Sunstone Hotel Investors SHO Stock Holding History

Wedbush Securities’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
2024
Q3 		– Sell
-10,868
Closed -$114K – 1229
2024
Q2 		$114K Sell
10,868
-47
-0.4% -$487 ﹤0.01% 1141
2024
Q1 		$122K Buy
+10,915
New +$119K ﹤0.01% 1164

Other funds holding SHO

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RIM
Rush Island Management New York $1.49B AUM 4.65% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
CIMLRA
CBRE Investment Management Listed Real Assets Radnor, Pennsylvania $6.75B AUM 8.88% 1-Year Est. Return

Wedbush Securities's SHO Position: Q3 2024 in Review

Wedbush Securities sold out of Sunstone Hotel Investors (SHO) in Q3 2024, closing a stake of 10,868 shares — an estimated $114K sold.

Wedbush Securities first reported a position in SHO in Q1 2024 and held it in 2 quarters. The position peaked at $122K in Q1 2024. 233 funds tracked by Wall St. Rank hold SHO as of Q3 2024.

  • Wedbush Securities reported no remaining Sunstone Hotel Investors position as of Q3 2024 after selling out during the quarter.
  • Wedbush Securities sold 10,868 Sunstone Hotel Investors shares in Q3 2024, an estimated $114K.
  • Wedbush Securities first reported a position in Sunstone Hotel Investors in Q1 2024 and held it in 2 quarters.
  • Wedbush Securities's Sunstone Hotel Investors position peaked at $122K in Q1 2024.
  • 233 funds tracked by Wall St. Rank held Sunstone Hotel Investors as of Q3 2024.

Based on Wedbush Securities's 13F filing for Q3 2024, filed 8 Nov 2024.