TCI Wealth Advisors’s Chatham Lodging CLDT Stock Holding History

TCI Wealth Advisors’s Portfolio CLDT Stock Details CLDT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-438	Closed	-$4.59K	–	590
2023 Q1	$4.59K	Hold	438	–	–	﹤0.01%	1590
2022 Q4	$5.37K	Hold	438	–	–	﹤0.01%	1476
2022 Q3	$4K	Hold	438	–	–	﹤0.01%	1578
2022 Q2	$5K	Buy	+438	New	+$5.51K	﹤0.01%	1453
2020 Q3	–	Sell	-337	Closed	-$2K	–	1543
2020 Q2	$2K	Hold	337	–	–	﹤0.01%	1037
2020 Q1	$2K	Buy	337 +301	+836%	+$4.21K	﹤0.01%	986
2019 Q4	$1K	Buy	+36	New	+$649	﹤0.01%	1305
2019 Q2	–	Hold	0	–	–	–	985
2019 Q1	–	Hold	0	–	–	–	1175
2018 Q4	–	Hold	0	–	–	–	1174
2017 Q4	–	Hold	0	–	–	–	1000
2017 Q3	–	Hold	0	–	–	–	938

Other funds holding CLDT

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

DKCM

Davidson Kempner Capital Management New York $7.33B AUM 56.47% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

DSC

Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

TCI Wealth Advisors's CLDT Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Chatham Lodging (CLDT) in Q2 2023, closing a stake of 438 shares — an estimated $4.59K sold.

TCI Wealth Advisors first reported a position in CLDT in Q4 2019 and held it in 7 quarters. The position peaked at $5.37K in Q4 2022. 166 funds tracked by Wall St. Rank hold CLDT as of Q2 2023.

TCI Wealth Advisors reported no remaining Chatham Lodging position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 438 Chatham Lodging shares in Q2 2023, an estimated $4.59K.
TCI Wealth Advisors first reported a position in Chatham Lodging in Q4 2019 and held it in 7 quarters.
TCI Wealth Advisors's Chatham Lodging position peaked at $5.37K in Q4 2022.
166 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.