TWD
CLDT

True Wealth Design’s Chatham Lodging CLDT Stock Holding History

True Wealth Design’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
2026
Q1 		$1.17K Buy
149
+22
+17% +$164 ﹤0.01% 1742
2025
Q4 		$865 Sell
127
-259
-67% -$1.72K ﹤0.01% 1761
2025
Q3 		$2.59K Buy
386
+120
+45% +$859 ﹤0.01% 1372
2025
Q2 		$1.85K Buy
266
+250
+1,563% +$1.75K ﹤0.01% 1211
2025
Q1 		$115 Buy
+16
New +$133 ﹤0.01% 2151
2024
Q4 		– Sell
-914
Closed -$7.79K – 1389
2024
Q3 		$7.79K Buy
914
+7
+0.8% +$59 ﹤0.01% 468
2024
Q2 		$7.72K Buy
907
+7
+0.8% +$63 ﹤0.01% 255
2024
Q1 		$9.1K Buy
900
+6
+0.7% +$63 ﹤0.01% 249
2023
Q4 		$9.59K Buy
894
+6
+0.7% +$60 ﹤0.01% 234
2023
Q3 		$8.5K Buy
888
+6
+0.7% +$57 ﹤0.01% 211
2023
Q2 		$8.25K Buy
882
+6
+0.7% +$59 ﹤0.01% 222
2023
Q1 		$9.19K Buy
876
+5
+0.6% +$61 ﹤0.01% 246
2022
Q4 		$10.7K Buy
+871
New +$10.7K ﹤0.01% 216

Other funds holding CLDT

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $24.2B AUM 26.83% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return