CWM
CHH icon

Curi Wealth Management’s Choice Hotels CHH Stock Holding History

Curi 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
2022
Q3 		– Sell
-90
Closed -$10K – 279
2022
Q2 		$10K Hold
90
– – ﹤0.01% 370
2022
Q1 		$12K Hold
90
– – ﹤0.01% 340
2021
Q4 		$14K Buy
+90
New +$12.9K ﹤0.01% 279

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
ESCM
Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

Curi Wealth Management's CHH Position: Q3 2022 in Review

Curi Wealth Management sold out of Choice Hotels (CHH) in Q3 2022, closing a stake of 90 shares — an estimated $10K sold.

Curi Wealth Management first reported a position in CHH in Q4 2021 and held it in 3 quarters. The position peaked at $14K in Q4 2021. 309 funds tracked by Wall St. Rank hold CHH as of Q3 2022.

  • Curi Wealth Management reported no remaining Choice Hotels position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 90 Choice Hotels shares in Q3 2022, an estimated $10K.
  • Curi Wealth Management first reported a position in Choice Hotels in Q4 2021 and held it in 3 quarters.
  • Curi Wealth Management's Choice Hotels position peaked at $14K in Q4 2021.
  • 309 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.