WPA
CLDT

Wealth Preservation Advisors’s Chatham Lodging CLDT Stock Holding History

Wealth Preservation 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
2026
Q2 		– Sell
-19
Closed -$150 – 246
2026
Q1 		$150 Buy
+19
New +$141 ﹤0.01% 901

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Blackstone Inc
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Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Ameriprise
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Wealth Preservation Advisors's CLDT Position: Q2 2026 in Review

Wealth Preservation Advisors sold out of Chatham Lodging (CLDT) in Q2 2026, closing a stake of 19 shares — an estimated $150 sold.

Wealth Preservation Advisors first reported a position in CLDT in Q1 2026 and held it in 1 quarter. The position peaked at $150 in Q1 2026. 181 funds tracked by Wall St. Rank hold CLDT as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Chatham Lodging position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 19 Chatham Lodging shares in Q2 2026, an estimated $150.
  • Wealth Preservation Advisors first reported a position in Chatham Lodging in Q1 2026 and held it in 1 quarter.
  • Wealth Preservation Advisors's Chatham Lodging position peaked at $150 in Q1 2026.
  • 181 funds tracked by Wall St. Rank held Chatham Lodging as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.