TCI Wealth Advisors’s Choice Hotels CHH Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-221
| Closed | -$25.9K | – | 574 |
|
|
2023
Q1 | $25.9K | Hold |
221
| – | – | ﹤0.01% | 614 |
|
|
2022
Q4 | $24.9K | Buy |
221
+1
| +0.5% | +$120 | ﹤0.01% | 602 |
|
|
2022
Q3 | $24K | Buy |
220
+2
| +0.9% | +$229 | ﹤0.01% | 575 |
|
|
2022
Q2 | $24K | Hold |
218
| – | – | ﹤0.01% | 577 |
|
|
2022
Q1 | $31K | Hold |
218
| – | – | ﹤0.01% | 532 |
|
|
2021
Q4 | $34K | Sell |
218
-22
| -9% | -$3.16K | 0.01% | 499 |
|
|
2021
Q3 | $30K | Hold |
240
| – | – | ﹤0.01% | 541 |
|
|
2021
Q2 | $29K | Hold |
240
| – | – | ﹤0.01% | 515 |
|
|
2021
Q1 | $26K | Hold |
240
| – | – | 0.01% | 502 |
|
|
2020
Q4 | $26K | Sell |
240
-2,336
| -91% | -$227K | 0.01% | 445 |
|
|
2020
Q3 | $221K | Hold |
2,576
| – | – | 0.09% | 145 |
|
|
2020
Q2 | $203K | Hold |
2,576
| – | – | 0.09% | 144 |
|
|
2020
Q1 | $158K | Hold |
2,576
| – | – | 0.08% | 159 |
|
|
2019
Q4 | $266K | Sell |
2,576
-23
| -0.9% | -$2.15K | 0.1% | 140 |
|
|
2019
Q3 | $231K | Hold |
2,599
| – | – | 0.1% | 128 |
|
|
2019
Q2 | $226K | Sell |
2,599
-58
| -2% | -$4.84K | 0.1% | 133 |
|
|
2019
Q1 | $207K | Hold |
2,657
| – | – | 0.09% | 148 |
|
|
2018
Q4 | $190K | Hold |
2,657
| – | – | 0.09% | 144 |
|
|
2018
Q3 | $221K | Hold |
2,657
| – | – | 0.09% | 141 |
|
|
2018
Q2 | $201K | Hold |
2,657
| – | – | 0.09% | 145 |
|
|
2018
Q1 | $213K | Hold |
2,657
| – | – | 0.1% | 137 |
|
|
2017
Q4 | $206K | Hold |
2,657
| – | – | 0.09% | 151 |
|
|
2017
Q3 | $170K | Hold |
2,657
| – | – | 0.08% | 158 |
|
|
2017
Q2 | $171K | Hold |
2,657
| – | – | 0.09% | 151 |
|
|
2017
Q1 | $166K | Hold |
2,657
| – | – | 0.09% | 151 |
|
|
2016
Q4 | $149K | Hold |
2,657
| – | – | 0.08% | 171 |
|
|
2016
Q3 | $120K | Hold |
2,657
| – | – | 0.07% | 189 |
|
|
2016
Q2 | $127K | Hold |
2,657
| – | – | 0.07% | 171 |
|
|
2016
Q1 | $144K | Sell |
2,657
-92
| -3% | -$4.42K | 0.08% | 159 |
|
|
2015
Q4 | $139K | Hold |
2,749
| – | – | 0.08% | 168 |
|
|
2015
Q3 | $131K | Hold |
2,749
| – | – | 0.08% | 170 |
|
|
2015
Q2 | $149K | Sell |
2,749
-5
| -0.2% | -$293 | 0.09% | 154 |
|
|
2015
Q1 | $176K | Sell |
2,754
-88
| -3% | -$5.36K | 0.11% | 125 |
|
|
2014
Q4 | $159K | Sell |
2,842
-158
| -5% | -$8.49K | 0.1% | 138 |
|
|
2014
Q3 | $156K | Hold |
3,000
| – | – | 0.1% | 136 |
|
|
2014
Q2 | $141K | Hold |
3,000
| – | – | 0.08% | 147 |
|
|
2014
Q1 | $138K | Hold |
3,000
| – | – | 0.09% | 146 |
|
|
2013
Q4 | $147K | Hold |
3,000
| – | – | 0.09% | 143 |
|
|
2013
Q3 | $130K | Hold |
3,000
| – | – | 0.1% | 133 |
|
|
2013
Q2 | $119K | Buy |
+3,000
| New | +$124K | 0.09% | 138 |
|
Other funds holding CHH
RCG
BTW
CAM
TCI Wealth Advisors's CHH Position: Q2 2023 in Review
TCI Wealth Advisors sold out of Choice Hotels (CHH) in Q2 2023, closing a stake of 221 shares — an estimated $25.9K sold.
TCI Wealth Advisors first reported a position in CHH in Q2 2013 and held it in 40 quarters. The position peaked at $266K in Q4 2019. 322 funds tracked by Wall St. Rank hold CHH as of Q2 2023.
- TCI Wealth Advisors reported no remaining Choice Hotels position as of Q2 2023 after selling out during the quarter.
- TCI Wealth Advisors sold 221 Choice Hotels shares in Q2 2023, an estimated $25.9K.
- TCI Wealth Advisors first reported a position in Choice Hotels in Q2 2013 and held it in 40 quarters.
- TCI Wealth Advisors's Choice Hotels position peaked at $266K in Q4 2019.
- 322 funds tracked by Wall St. Rank held Choice Hotels as of Q2 2023.
Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.