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Opal Wealth Advisors’s Choice Hotels CHH Stock Holding History

Opal Wealth Advisors’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
Q3 		– Sell
-65
Closed -$7.74K – 364
2024
Q2 		$7.74K Buy
+65
New +$7.66K ﹤0.01% 715

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Opal Wealth Advisors's CHH Position: Q3 2024 in Review

Opal Wealth Advisors sold out of Choice Hotels (CHH) in Q3 2024, closing a stake of 65 shares — an estimated $7.74K sold.

Opal Wealth Advisors first reported a position in CHH in Q2 2024 and held it in 1 quarter. The position peaked at $7.74K in Q2 2024. 329 funds tracked by Wall St. Rank hold CHH as of Q3 2024.

  • Opal Wealth Advisors reported no remaining Choice Hotels position as of Q3 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 65 Choice Hotels shares in Q3 2024, an estimated $7.74K.
  • Opal Wealth Advisors first reported a position in Choice Hotels in Q2 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's Choice Hotels position peaked at $7.74K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2024.

Based on Opal Wealth Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.