JWA
CLDT

JFS Wealth Advisors’s Chatham Lodging CLDT Stock Holding History

JFS Wealth Advisors’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
2024
Q2 		– Sell
-79
Closed -$799 – 1998
2024
Q1 		$799 Sell
79
-624
-89% -$6.51K ﹤0.01% 1709
2023
Q4 		$7.54K Buy
+703
New +$7.02K ﹤0.01% 887

Other funds holding CLDT

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
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 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
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
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JFS Wealth Advisors's CLDT Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Chatham Lodging (CLDT) in Q2 2024, closing a stake of 79 shares — an estimated $799 sold.

JFS Wealth Advisors first reported a position in CLDT in Q4 2023 and held it in 2 quarters. The position peaked at $7.54K in Q4 2023. 160 funds tracked by Wall St. Rank hold CLDT as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Chatham Lodging position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 79 Chatham Lodging shares in Q2 2024, an estimated $799.
  • JFS Wealth Advisors first reported a position in Chatham Lodging in Q4 2023 and held it in 2 quarters.
  • JFS Wealth Advisors's Chatham Lodging position peaked at $7.54K in Q4 2023.
  • 160 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.