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Avantax Advisory Services’s Choice Hotels CHH Stock Holding History

Avantax Advisory Services’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 		$287K Sell
2,260
-52
-2% -$6.57K ﹤0.01% 1945
2025
Q1 		$307K Sell
2,312
-387
-14% -$55.2K ﹤0.01% 1813
2024
Q4 		$383K Sell
2,699
-90
-3% -$12.7K ﹤0.01% 1622
2024
Q3 		$363K Buy
2,789
+472
+20% +$59.1K ﹤0.01% 1623
2024
Q2 		$276K Buy
+2,317
New +$273K ﹤0.01% 1748

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 $13.1B AUM 24.63% 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

Avantax Advisory Services's CHH Position: Q2 2025 in Review

Avantax Advisory Services reduced its Choice Hotels (CHH) stake by 2.2% in Q2 2025, selling an estimated $6.57K and leaving 2,260 shares worth $287K. The position accounts for ﹤0.01% of the portfolio, ranked #1945.

Avantax Advisory Services first reported a position in CHH in Q2 2024 and has held it in 5 quarters since. The position peaked at $383K in Q4 2024. 354 funds tracked by Wall St. Rank hold CHH as of Q2 2025.

  • Avantax Advisory Services held 2,260 shares of Choice Hotels worth $287K as of Q2 2025.
  • Avantax Advisory Services sold 52 Choice Hotels shares in Q2 2025, an estimated $6.57K.
  • Choice Hotels made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1945 holding.
  • Avantax Advisory Services first reported a position in Choice Hotels in Q2 2024 and has held it in 5 quarters since.
  • Avantax Advisory Services's Choice Hotels position peaked at $383K in Q4 2024.
  • 354 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.