AWM
WH icon

AE Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

AE Wealth Management’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
2024
Q1 		– Sell
-3,244
Closed -$259K – 1995
2023
Q4 		$259K Buy
+3,244
New +$244K ﹤0.01% 1782
2023
Q1 		– Sell
-15,981
Closed -$1.14M – 2009
2022
Q4 		$1.14M Buy
15,981
+1,403
+10% +$99.2K 0.01% 935
2022
Q3 		$894K Buy
+14,578
New +$976K 0.01% 984

Other funds holding WH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

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

AE Wealth Management sold out of Wyndham Hotels & Resorts (WH) in Q1 2024, closing a stake of 3,244 shares — an estimated $259K sold.

AE Wealth Management first reported a position in WH in Q3 2022 and held it in 3 quarters. The position peaked at $1.14M in Q4 2022. 394 funds tracked by Wall St. Rank hold WH as of Q1 2024.

  • AE Wealth Management reported no remaining Wyndham Hotels & Resorts position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 3,244 Wyndham Hotels & Resorts shares in Q1 2024, an estimated $259K.
  • AE Wealth Management first reported a position in Wyndham Hotels & Resorts in Q3 2022 and held it in 3 quarters.
  • AE Wealth Management's Wyndham Hotels & Resorts position peaked at $1.14M in Q4 2022.
  • 394 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2024.

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