Atria Wealth Solutions’s Choice Hotels CHH Stock Holding History

Atria Wealth Solutions’s Portfolio CHH Stock Details CHH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$473K	Buy	3,724 +124	+3%	+$15.7K	0.01%	942
2025 Q1	$478K	Sell	3,600 -12	-0.3%	-$1.71K	0.01%	1223
2024 Q4	$513K	Buy	3,612 +12	+0.3%	+$1.7K	0.01%	1268
2024 Q3	$469K	Hold	3,600	–	–	0.01%	1282
2024 Q2	$428K	Buy	+3,600	New	+$424K	﹤0.01%	1313
2023 Q4	–	Sell	-2,095	Closed	-$257K	–	1941
2023 Q3	$257K	Buy	2,095 +29	+1%	+$3.65K	﹤0.01%	1517
2023 Q2	$243K	Buy	+2,066	New	+$248K	﹤0.01%	1574

Other funds holding CHH

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

RCG

Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $13.6B AUM 7.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's CHH Position: Q2 2025 in Review

Atria Wealth Solutions increased its Choice Hotels (CHH) stake by 3.4% in Q2 2025, buying an estimated $15.7K and bringing the position to 3,724 shares worth $473K. The position accounts for 0.01% of the portfolio, ranked #942.

Atria Wealth Solutions first reported a position in CHH in Q2 2023 and has held it in 7 quarters since. The position peaked at $513K in Q4 2024. 354 funds tracked by Wall St. Rank hold CHH as of Q2 2025.

Atria Wealth Solutions held 3,724 shares of Choice Hotels worth $473K as of Q2 2025.
Atria Wealth Solutions bought 124 Choice Hotels shares in Q2 2025, an estimated $15.7K.
Choice Hotels made up 0.01% of Atria Wealth Solutions's portfolio in Q2 2025, its #942 holding.
Atria Wealth Solutions first reported a position in Choice Hotels in Q2 2023 and has held it in 7 quarters since.
Atria Wealth Solutions's Choice Hotels position peaked at $513K in Q4 2024.
354 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.