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Provenance Wealth Advisors’s Choice Hotels CHH Stock Holding History

Provenance 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
Q1 		– Sell
-12
Closed -$1.36K – 556
2023
Q4 		$1.36K Buy
+12
New +$1.37K ﹤0.01% 499

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Provenance Wealth Advisors's CHH Position: Q1 2024 in Review

Provenance Wealth Advisors sold out of Choice Hotels (CHH) in Q1 2024, closing a stake of 12 shares — an estimated $1.36K sold.

Provenance Wealth Advisors first reported a position in CHH in Q4 2023 and held it in 1 quarter. The position peaked at $1.36K in Q4 2023. 330 funds tracked by Wall St. Rank hold CHH as of Q1 2024.

  • Provenance Wealth Advisors reported no remaining Choice Hotels position as of Q1 2024 after selling out during the quarter.
  • Provenance Wealth Advisors sold 12 Choice Hotels shares in Q1 2024, an estimated $1.36K.
  • Provenance Wealth Advisors first reported a position in Choice Hotels in Q4 2023 and held it in 1 quarter.
  • Provenance Wealth Advisors's Choice Hotels position peaked at $1.36K in Q4 2023.
  • 330 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2024.

Based on Provenance Wealth Advisors's 13F filing for Q1 2024, filed 15 Aug 2025.