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Spire Wealth Management’s Choice Hotels CHH Stock Holding History

Spire 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
2025
Q4 		– Sell
-40
Closed -$4.28K – 2333
2025
Q3 		$4.28K Hold
40
– – ﹤0.01% 1998
2025
Q2 		$5.08K Sell
40
-90
-69% -$11.4K ﹤0.01% 1933
2025
Q1 		$17.3K Buy
130
+60
+86% +$8.55K ﹤0.01% 1658
2024
Q4 		$9.94K Sell
70
-9
-11% -$1.27K ﹤0.01% 1832
2024
Q3 		$10.3K Sell
79
-22
-22% -$2.76K ﹤0.01% 1620
2024
Q2 		$12K Buy
101
+16
+19% +$1.89K ﹤0.01% 1591
2024
Q1 		$10.7K Sell
85
-35
-29% -$4.18K ﹤0.01% 1692
2023
Q4 		$14K Hold
120
– – ﹤0.01% 1643
2023
Q3 		$14.7K Sell
120
-27,276
-100% -$3.43M ﹤0.01% 1611
2023
Q2 		$3.22M Buy
27,396
+4,855
+22% +$583K 0.12% 173
2023
Q1 		$2.64M Buy
+22,541
New +$2.7M 0.1% 194

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
RCG
Rock Creek Group Washington, District of Columbia $994M AUM 11.29% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Spire Wealth Management's CHH Position: Q4 2025 in Review

Spire Wealth Management sold out of Choice Hotels (CHH) in Q4 2025, closing a stake of 40 shares — an estimated $4.28K sold.

Spire Wealth Management first reported a position in CHH in Q1 2023 and held it in 11 quarters. The position peaked at $3.22M in Q2 2023. 328 funds tracked by Wall St. Rank hold CHH as of Q4 2025.

  • Spire Wealth Management reported no remaining Choice Hotels position as of Q4 2025 after selling out during the quarter.
  • Spire Wealth Management sold 40 Choice Hotels shares in Q4 2025, an estimated $4.28K.
  • Spire Wealth Management first reported a position in Choice Hotels in Q1 2023 and held it in 11 quarters.
  • Spire Wealth Management's Choice Hotels position peaked at $3.22M in Q2 2023.
  • 328 funds tracked by Wall St. Rank held Choice Hotels as of Q4 2025.

Based on Spire Wealth Management's 13F filing for Q4 2025, filed 14 Jan 2026.