AWM
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AE Wealth Management’s Hyatt Hotels H Stock Holding History

AE Wealth Management’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,975
Closed -$519K – 1498
2023
Q4 		$519K Sell
3,975
-897
-18% -$102K ﹤0.01% 1416
2023
Q3 		$517K Buy
4,872
+709
+17% +$80.7K ﹤0.01% 1362
2023
Q2 		$477K Buy
+4,163
New +$471K ﹤0.01% 1417
2023
Q1 		– Sell
-7,121
Closed -$644K – 1928
2022
Q4 		$644K Buy
+7,121
New +$654K ﹤0.01% 1176

Other funds holding H

BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

AE Wealth Management's H Position: Q1 2024 in Review

AE Wealth Management sold out of Hyatt Hotels (H) in Q1 2024, closing a stake of 3,975 shares — an estimated $519K sold.

AE Wealth Management first reported a position in H in Q4 2022 and held it in 4 quarters. The position peaked at $644K in Q4 2022. 430 funds tracked by Wall St. Rank hold H as of Q1 2024.

  • AE Wealth Management reported no remaining Hyatt Hotels position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 3,975 Hyatt Hotels shares in Q1 2024, an estimated $519K.
  • AE Wealth Management first reported a position in Hyatt Hotels in Q4 2022 and held it in 4 quarters.
  • AE Wealth Management's Hyatt Hotels position peaked at $644K in Q4 2022.
  • 430 funds tracked by Wall St. Rank held Hyatt Hotels as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.