Ropes Wealth Advisors’s Choice Hotels CHH Stock Holding History

Ropes 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
2021 Q1	–	Sell	-15	Closed	-$2K	–	338
2020 Q4	$2K	Buy	+15	New	+$1.46K	﹤0.01%	633

Other funds holding CHH

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ropes Wealth Advisors's CHH Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of Choice Hotels (CHH) in Q1 2021, closing a stake of 15 shares — an estimated $2K sold.

Ropes Wealth Advisors first reported a position in CHH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 238 funds tracked by Wall St. Rank hold CHH as of Q1 2021.

Ropes Wealth Advisors reported no remaining Choice Hotels position as of Q1 2021 after selling out during the quarter.
Ropes Wealth Advisors sold 15 Choice Hotels shares in Q1 2021, an estimated $2K.
Ropes Wealth Advisors first reported a position in Choice Hotels in Q4 2020 and held it in 1 quarter.
Ropes Wealth Advisors's Choice Hotels position peaked at $2K in Q4 2020.
238 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.