Triad Wealth Partners’s Choice Hotels CHH Stock Holding History

Triad Wealth Partners’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 Q3	–	Sell	-23	Closed	-$2.74K	–	198
2024 Q2	$2.74K	Buy	+23	New	+$2.71K	﹤0.01%	705

Other funds holding CHH

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 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

BTW

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

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

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Triad Wealth Partners's CHH Position: Q3 2024 in Review

Triad Wealth Partners sold out of Choice Hotels (CHH) in Q3 2024, closing a stake of 23 shares — an estimated $2.74K sold.

Triad Wealth Partners first reported a position in CHH in Q2 2024 and held it in 1 quarter. The position peaked at $2.74K in Q2 2024. 329 funds tracked by Wall St. Rank hold CHH as of Q3 2024.

Triad Wealth Partners reported no remaining Choice Hotels position as of Q3 2024 after selling out during the quarter.
Triad Wealth Partners sold 23 Choice Hotels shares in Q3 2024, an estimated $2.74K.
Triad Wealth Partners first reported a position in Choice Hotels in Q2 2024 and held it in 1 quarter.
Triad Wealth Partners's Choice Hotels position peaked at $2.74K in Q2 2024.
329 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.