Atwood & Palmer’s Wyndham Hotels & Resorts WH Stock Holding History

Atwood & Palmer’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
2026 Q2	$37.7K	Hold	448	–	–	﹤0.01%	270
2026 Q1	$36.4K	Hold	448	–	–	﹤0.01%	268
2025 Q4	$33.9K	Hold	448	–	–	﹤0.01%	268
2025 Q3	$35.8K	Hold	448	–	–	﹤0.01%	272
2025 Q2	$36.4K	Hold	448	–	–	﹤0.01%	261
2025 Q1	$40.5K	Hold	448	–	–	﹤0.01%	236
2024 Q4	$45.2K	Hold	448	–	–	﹤0.01%	228
2024 Q3	$35K	Hold	448	–	–	﹤0.01%	248
2024 Q2	$33.2K	Hold	448	–	–	﹤0.01%	252
2024 Q1	$34.4K	Hold	448	–	–	﹤0.01%	237
2023 Q4	$36K	Hold	448	–	–	﹤0.01%	243
2023 Q3	$31.2K	Hold	448	–	–	﹤0.01%	239
2023 Q2	$30.7K	Hold	448	–	–	﹤0.01%	242
2023 Q1	$30.4K	Hold	448	–	–	﹤0.01%	234
2022 Q4	$31.9K	Hold	448	–	–	﹤0.01%	245
2022 Q3	$27K	Hold	448	–	–	﹤0.01%	245
2022 Q2	$29K	Hold	448	–	–	﹤0.01%	255
2022 Q1	$38K	Hold	448	–	–	﹤0.01%	253
2021 Q4	$40K	Hold	448	–	–	﹤0.01%	255
2021 Q3	$35K	Hold	448	–	–	﹤0.01%	253
2021 Q2	$32K	Hold	448	–	–	﹤0.01%	256
2021 Q1	$31K	Hold	448	–	–	﹤0.01%	252
2020 Q4	$27K	Buy	+448	New	+$24.2K	﹤0.01%	254

Other funds holding WH

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PineStone Asset Management Montreal, Quebec, Canada $16.2B AUM 25.74% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Strategic Investment Solutions Orland Park, Illinois $437M AUM 30.41% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return