HGWM
CLDT

Harvest Group Wealth Management’s Chatham Lodging CLDT Stock Holding History

Harvest Group Wealth Management’s Portfolio CLDT Stock Details CLDT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-78
Closed -$1K – 157
2020
Q4 		$1K Hold
78
– – ﹤0.01% 442
2020
Q3 		$1K Hold
78
– – ﹤0.01% 432
2020
Q2 		$0 Buy
+78
New +$523 ﹤0.01% 535

Other funds holding CLDT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
DKCM
Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FM
Forward Management San Francisco, California $907M AUM 0.46% 1-Year Est. Return

Harvest Group Wealth Management's CLDT Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Chatham Lodging (CLDT) in Q1 2021, closing a stake of 78 shares — an estimated $1K sold.

Harvest Group Wealth Management first reported a position in CLDT in Q2 2020 and held it in 3 quarters. The position peaked at $1K in Q4 2020. 154 funds tracked by Wall St. Rank hold CLDT as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Chatham Lodging position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 78 Chatham Lodging shares in Q1 2021, an estimated $1K.
  • Harvest Group Wealth Management first reported a position in Chatham Lodging in Q2 2020 and held it in 3 quarters.
  • Harvest Group Wealth Management's Chatham Lodging position peaked at $1K in Q4 2020.
  • 154 funds tracked by Wall St. Rank held Chatham Lodging as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.