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Heritage Wealth Management (Arizona)’s Choice Hotels CHH Stock Holding History

Heritage Wealth Management (Arizona)’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
2024
Q2 		$252K Sell
2,120
-272
-11% -$32.1K 0.14% 137
2024
Q1 		$302K Buy
2,392
+118
+5% +$14.1K 0.15% 125
2023
Q4 		$258K Buy
+2,274
New +$260K 0.14% 131

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s CHH Position: Q2 2024 in Review

Heritage Wealth Management (Arizona) reduced its Choice Hotels (CHH) stake by 11% in Q2 2024, selling an estimated $32.1K and leaving 2,120 shares worth $252K. The position accounts for 0.14% of the portfolio, ranked #137.

Heritage Wealth Management (Arizona) first reported a position in CHH in Q4 2023 and has held it in 3 quarters since. The position peaked at $302K in Q1 2024. 316 funds tracked by Wall St. Rank hold CHH as of Q2 2024.

  • Heritage Wealth Management (Arizona) held 2,120 shares of Choice Hotels worth $252K as of Q2 2024.
  • Heritage Wealth Management (Arizona) sold 272 Choice Hotels shares in Q2 2024, an estimated $32.1K.
  • Choice Hotels made up 0.14% of Heritage Wealth Management (Arizona)'s portfolio in Q2 2024, its #137 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Choice Hotels in Q4 2023 and has held it in 3 quarters since.
  • Heritage Wealth Management (Arizona)'s Choice Hotels position peaked at $302K in Q1 2024.
  • 316 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2024.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q2 2024, filed 30 Jul 2024.