AWS
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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
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return