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Wipfli Financial Advisors’s RLJ Lodging Trust RLJ Stock Holding History

Wipfli Financial Advisors’s Portfolio RLJ Stock Details RLJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$8K Buy
+818
New +$9.81K ﹤0.01% 1933

Other funds holding RLJ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
H2CM
H/2 Credit Manager Stamford, Connecticut $500M AUM 24.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wipfli Financial Advisors's RLJ Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in RLJ Lodging Trust (RLJ) in Q3 2022: 818 shares worth $8K. The stake represents ﹤0.01% of the portfolio and ranks #1933 among its holdings.

197 funds tracked by Wall St. Rank hold RLJ as of Q3 2022.

  • Wipfli Financial Advisors held 818 shares of RLJ Lodging Trust worth $8K as of Q3 2022.
  • RLJ Lodging Trust was a new Wipfli Financial Advisors position in Q3 2022.
  • RLJ Lodging Trust made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #1933 holding.
  • 197 funds tracked by Wall St. Rank held RLJ Lodging Trust as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.