Wealthspire Advisors (Maryland)’s Choice Hotels CHH Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$1.35M	Buy	15,716 +88	+0.6%	+$7.93K	0.05%	159
2020 Q2	$1.23M	Buy	15,628 +6	+0%	+$457	0.09%	136
2020 Q1	$957K	Buy	+15,622	New	+$1.42M	0.08%	138
2019 Q2	–	Sell	-81	Closed	-$6K	–	738
2019 Q1	$6K	Buy	81 +47	+138%	+$3.65K	﹤0.01%	1724
2018 Q4	$2K	Buy	34 +14	+70%	+$1.05K	﹤0.01%	2065
2018 Q3	$2K	Hold	20	–	–	﹤0.01%	2133
2018 Q2	$2K	Buy	20 +3	+18%	+$241	﹤0.01%	2128
2018 Q1	$1K	Sell	17 -131	-89%	-$10.6K	﹤0.01%	2306
2017 Q4	$11K	Buy	148 +6	+4%	+$438	﹤0.01%	1537
2017 Q3	$9K	Hold	142	–	–	﹤0.01%	1603
2017 Q2	$9K	Buy	142 +131	+1,191%	+$8.41K	﹤0.01%	1565
2017 Q1	$1K	Hold	11	–	–	﹤0.01%	1778
2016 Q4	$1K	Buy	+11	New	+$551	﹤0.01%	1627

Other funds holding CHH

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

ACM

Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CHH Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) increased its Choice Hotels (CHH) stake by 0.56% in Q3 2020, buying an estimated $7.93K and bringing the position to 15,716 shares worth $1.35M. The position accounts for 0.05% of the portfolio, ranked #159.

Wealthspire Advisors (Maryland) first reported a position in CHH in Q4 2016 and has held it in 13 quarters since. 242 funds tracked by Wall St. Rank hold CHH as of Q3 2020.

Wealthspire Advisors (Maryland) held 15,716 shares of Choice Hotels worth $1.35M as of Q3 2020.
Wealthspire Advisors (Maryland) bought 88 Choice Hotels shares in Q3 2020, an estimated $7.93K.
Choice Hotels made up 0.05% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #159 holding.
Wealthspire Advisors (Maryland) first reported a position in Choice Hotels in Q4 2016 and has held it in 13 quarters since.
242 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.