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Wetzel Investment Advisors’s Choice Hotels CHH Stock Holding History

Wetzel Investment Advisors’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
-400
Closed -$50.5K – 245
2024
Q2 		$50.5K Hold
400
– – 0.03% 238
2024
Q1 		$46.8K Hold
400
– – 0.03% 258
2023
Q4 		$45K Buy
+400
New +$45.7K 0.03% 255

Other funds holding CHH

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
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 $13.1B AUM 24.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Wetzel Investment Advisors's CHH Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Choice Hotels (CHH) in Q3 2024, closing a stake of 400 shares — an estimated $50.5K sold.

Wetzel Investment Advisors first reported a position in CHH in Q4 2023 and held it in 3 quarters. The position peaked at $50.5K in Q2 2024. 329 funds tracked by Wall St. Rank hold CHH as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Choice Hotels position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 400 Choice Hotels shares in Q3 2024, an estimated $50.5K.
  • Wetzel Investment Advisors first reported a position in Choice Hotels in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Choice Hotels position peaked at $50.5K in Q2 2024.
  • 329 funds tracked by Wall St. Rank held Choice Hotels as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.