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

Avior 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
2021
Q3 		– Sell
-200
Closed -$14K – 1192
2021
Q2 		$14K Buy
+200
New +$14.8K ﹤0.01% 703
2019
Q3 		– Sell
-40
Closed -$2K – 879
2019
Q2 		$2K Buy
+40
New +$2.19K ﹤0.01% 750

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William Blair Investment Management
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
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GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Bessemer Group
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Avior Wealth Management's WH Position: Q3 2021 in Review

Avior Wealth Management sold out of Wyndham Hotels & Resorts (WH) in Q3 2021, closing a stake of 200 shares — an estimated $14K sold.

Avior Wealth Management first reported a position in WH in Q2 2019 and held it in 2 quarters. The position peaked at $14K in Q2 2021. 368 funds tracked by Wall St. Rank hold WH as of Q3 2021.

  • Avior Wealth Management reported no remaining Wyndham Hotels & Resorts position as of Q3 2021 after selling out during the quarter.
  • Avior Wealth Management sold 200 Wyndham Hotels & Resorts shares in Q3 2021, an estimated $14K.
  • Avior Wealth Management first reported a position in Wyndham Hotels & Resorts in Q2 2019 and held it in 2 quarters.
  • Avior Wealth Management's Wyndham Hotels & Resorts position peaked at $14K in Q2 2021.
  • 368 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2021.

Based on Avior Wealth Management's 13F filing for Q3 2021, filed 2 Nov 2021.