CreativeOne Wealth’s Choice Hotels CHH Stock Holding History

CreativeOne Wealth’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 Q1	–	Sell	-1,411	Closed	-$200K	–	1074
2024 Q4	$200K	Buy	+1,411	New	+$200K	0.01%	1020

Other funds holding CHH

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CreativeOne Wealth's CHH Position: Q1 2025 in Review

CreativeOne Wealth sold out of Choice Hotels (CHH) in Q1 2025, closing a stake of 1,411 shares — an estimated $200K sold.

CreativeOne Wealth first reported a position in CHH in Q4 2024 and held it in 1 quarter. The position peaked at $200K in Q4 2024. 378 funds tracked by Wall St. Rank hold CHH as of Q1 2025.

CreativeOne Wealth reported no remaining Choice Hotels position as of Q1 2025 after selling out during the quarter.
CreativeOne Wealth sold 1,411 Choice Hotels shares in Q1 2025, an estimated $200K.
CreativeOne Wealth first reported a position in Choice Hotels in Q4 2024 and held it in 1 quarter.
CreativeOne Wealth's Choice Hotels position peaked at $200K in Q4 2024.
378 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2025.

Based on CreativeOne Wealth's 13F filing for Q1 2025, filed 14 May 2025.