BWP
CHH icon

Baldwin Wealth Partners’s Choice Hotels CHH Stock Holding History

Baldwin Wealth Partners’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
2024
Q4 		– Sell
-527
Closed -$68.7K – 365
2024
Q3 		$68.7K Buy
+527
New +$66K ﹤0.01% 479

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
RCG
Rock Creek Group Washington, District of Columbia $988M AUM 8.89% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 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

Baldwin Wealth Partners's CHH Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of Choice Hotels (CHH) in Q4 2024, closing a stake of 527 shares — an estimated $68.7K sold.

Baldwin Wealth Partners first reported a position in CHH in Q3 2024 and held it in 1 quarter. The position peaked at $68.7K in Q3 2024. 353 funds tracked by Wall St. Rank hold CHH as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining Choice Hotels position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 527 Choice Hotels shares in Q4 2024, an estimated $68.7K.
  • Baldwin Wealth Partners first reported a position in Choice Hotels in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's Choice Hotels position peaked at $68.7K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.