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Advisor Group’s Wyndham Hotels & Resorts WH Stock Holding History

Advisor Group’s Portfolio WH Stock Details WH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$148K Buy
2,356
+676
+40% +$37.6K ﹤0.01% 2628
2019
Q3 		$87K Buy
1,680
+719
+75% +$39.3K ﹤0.01% 2996
2019
Q2 		$55K Buy
961
+206
+27% +$11.3K ﹤0.01% 3300
2019
Q1 		$39K Sell
755
-1
-0.1% -$51 ﹤0.01% 3558
2018
Q4 		$34K Sell
756
-711
-48% -$34.5K ﹤0.01% 3461
2018
Q3 		$82K Buy
1,467
+550
+60% +$31.5K ﹤0.01% 2901
2018
Q2 		$54K Buy
+917
New +$56.5K ﹤0.01% 3045

Other funds holding WH

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Advisor Group's WH Position: Q4 2019 in Review

Advisor Group increased its Wyndham Hotels & Resorts (WH) stake by 40% in Q4 2019, buying an estimated $37.6K and bringing the position to 2,356 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2628.

Advisor Group first reported a position in WH in Q2 2018 and has held it in 7 quarters since. 416 funds tracked by Wall St. Rank hold WH as of Q4 2019.

  • Advisor Group held 2,356 shares of Wyndham Hotels & Resorts worth $148K as of Q4 2019.
  • Advisor Group bought 676 Wyndham Hotels & Resorts shares in Q4 2019, an estimated $37.6K.
  • Wyndham Hotels & Resorts made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2628 holding.
  • Advisor Group first reported a position in Wyndham Hotels & Resorts in Q2 2018 and has held it in 7 quarters since.
  • 416 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.