Sutton Wealth Advisors’s Choice Hotels CHH Stock Holding History

Sutton 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
2023 Q1	–	Sell	-7	Closed	-$788	–	950
2022 Q4	$788	Hold	7	–	–	﹤0.01%	1398
2022 Q3	$767	Buy	7 +3	+75%	+$344	﹤0.01%	1369
2022 Q2	$447	Buy	+4	New	+$519	﹤0.01%	1484
2022 Q1	–	Sell	-4	Closed	-$624	–	1642
2021 Q4	$624	Buy	+4	New	+$574	﹤0.01%	1453

Other funds holding CHH

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

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

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

ESCM

Echo Street Capital Management New York $747M AUM 24.25% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Sutton Wealth Advisors's CHH Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Choice Hotels (CHH) in Q1 2023, closing a stake of 7 shares — an estimated $788 sold.

Sutton Wealth Advisors first reported a position in CHH in Q4 2021 and held it in 4 quarters. The position peaked at $788 in Q4 2022. 289 funds tracked by Wall St. Rank hold CHH as of Q1 2023.

Sutton Wealth Advisors reported no remaining Choice Hotels position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 7 Choice Hotels shares in Q1 2023, an estimated $788.
Sutton Wealth Advisors first reported a position in Choice Hotels in Q4 2021 and held it in 4 quarters.
Sutton Wealth Advisors's Choice Hotels position peaked at $788 in Q4 2022.
289 funds tracked by Wall St. Rank held Choice Hotels as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.