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SYSTM Wealth Solutions’s Choice Hotels CHH Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-262
Closed -$33K – 722
2024
Q1 		$33K Buy
262
+1
+0.4% +$120 ﹤0.01% 639
2023
Q4 		$29.6K Buy
+261
New +$29.8K ﹤0.01% 660

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
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
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SYSTM Wealth Solutions's CHH Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Choice Hotels (CHH) in Q2 2024, closing a stake of 262 shares — an estimated $33K sold.

SYSTM Wealth Solutions first reported a position in CHH in Q4 2023 and held it in 2 quarters. The position peaked at $33K in Q1 2024. 316 funds tracked by Wall St. Rank hold CHH as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Choice Hotels position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 262 Choice Hotels shares in Q2 2024, an estimated $33K.
  • SYSTM Wealth Solutions first reported a position in Choice Hotels in Q4 2023 and held it in 2 quarters.
  • SYSTM Wealth Solutions's Choice Hotels position peaked at $33K in Q1 2024.
  • 316 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.