CWM
HTHT icon

Congress Wealth Management’s Huazhu Hotels Group HTHT Stock Holding History

Congress Wealth Management’s Portfolio HTHT Stock Details HTHT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,565
Closed -$219K – 855
2024
Q2 		$219K Sell
6,565
-71
-1% -$2.68K ﹤0.01% 685
2024
Q1 		$257K Sell
6,636
-5,160
-44% -$180K ﹤0.01% 528
2023
Q4 		$394K Buy
11,796
+5,977
+103% +$214K 0.01% 496
2023
Q3 		$229K Sell
5,819
-4
-0.1% -$169 ﹤0.01% 563
2023
Q2 		$226K Sell
5,823
-6,269
-52% -$272K 0.01% 523
2023
Q1 		$592K Sell
12,092
-2,661
-18% -$129K 0.01% 398
2022
Q4 		$626K Sell
14,753
-495
-3% -$17.9K 0.02% 383
2022
Q3 		$512K Sell
15,248
-2,698
-15% -$102K 0.01% 404
2022
Q2 		$684K Sell
17,946
-67
-0.4% -$2.1K 0.02% 373
2022
Q1 		$594K Buy
18,013
+12,545
+229% +$465K 0.01% 421
2021
Q4 		$204K Buy
+5,468
New +$239K ﹤0.01% 591

Other funds holding HTHT

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
PAMI
Perseverance Asset Management International George Town, Cayman Islands $909M AUM 17.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Congress Wealth Management's HTHT Position: Q3 2024 in Review

Congress Wealth Management sold out of Huazhu Hotels Group (HTHT) in Q3 2024, closing a stake of 6,565 shares — an estimated $219K sold.

Congress Wealth Management first reported a position in HTHT in Q4 2021 and held it in 11 quarters. The position peaked at $684K in Q2 2022. 211 funds tracked by Wall St. Rank hold HTHT as of Q3 2024.

  • Congress Wealth Management reported no remaining Huazhu Hotels Group position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 6,565 Huazhu Hotels Group shares in Q3 2024, an estimated $219K.
  • Congress Wealth Management first reported a position in Huazhu Hotels Group in Q4 2021 and held it in 11 quarters.
  • Congress Wealth Management's Huazhu Hotels Group position peaked at $684K in Q2 2022.
  • 211 funds tracked by Wall St. Rank held Huazhu Hotels Group as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.