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BerganKDV Wealth Management’s Choice Hotels CHH Stock Holding History

BerganKDV Wealth Management’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
2020
Q3 		– Sell
-200
Closed -$16K – 915
2020
Q2 		$16K Buy
+200
New +$15.2K ﹤0.01% 476

Other funds holding CHH

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Wellington Management Group
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BerganKDV Wealth Management's CHH Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Choice Hotels (CHH) in Q3 2020, closing a stake of 200 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in CHH in Q2 2020 and held it in 1 quarter. The position peaked at $16K in Q2 2020. 242 funds tracked by Wall St. Rank hold CHH as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Choice Hotels position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 200 Choice Hotels shares in Q3 2020, an estimated $16K.
  • BerganKDV Wealth Management first reported a position in Choice Hotels in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Choice Hotels position peaked at $16K in Q2 2020.
  • 242 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.