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Robertson Stephens Wealth Management’s Choice Hotels CHH Stock Holding History

Robertson Stephens Wealth Management’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
Q4 		– Sell
-2,543
Closed -$331K – 578
2024
Q3 		$331K Buy
+2,543
New +$319K 0.01% 505

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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Robertson Stephens Wealth Management's CHH Position: Q4 2024 in Review

Robertson Stephens Wealth Management sold out of Choice Hotels (CHH) in Q4 2024, closing a stake of 2,543 shares — an estimated $331K sold.

Robertson Stephens Wealth Management first reported a position in CHH in Q3 2024 and held it in 1 quarter. The position peaked at $331K in Q3 2024. 353 funds tracked by Wall St. Rank hold CHH as of Q4 2024.

  • Robertson Stephens Wealth Management reported no remaining Choice Hotels position as of Q4 2024 after selling out during the quarter.
  • Robertson Stephens Wealth Management sold 2,543 Choice Hotels shares in Q4 2024, an estimated $331K.
  • Robertson Stephens Wealth Management first reported a position in Choice Hotels in Q3 2024 and held it in 1 quarter.
  • Robertson Stephens Wealth Management's Choice Hotels position peaked at $331K in Q3 2024.
  • 353 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2024.

Based on Robertson Stephens Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.