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Avitas Wealth Management’s Wynn Resorts WYNN Stock Holding History

Avitas Wealth Management’s Portfolio WYNN Stock Details WYNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-2,444
Closed -$219K – 209
2024
Q2 		$219K Buy
2,444
+395
+19% +$37.9K 0.03% 200
2024
Q1 		$209K Buy
+2,049
New +$203K 0.03% 204

Other funds holding WYNN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Avitas Wealth Management's WYNN Position: Q3 2024 in Review

Avitas Wealth Management sold out of Wynn Resorts (WYNN) in Q3 2024, closing a stake of 2,444 shares — an estimated $219K sold.

Avitas Wealth Management first reported a position in WYNN in Q1 2024 and held it in 2 quarters. The position peaked at $219K in Q2 2024. 556 funds tracked by Wall St. Rank hold WYNN as of Q3 2024.

  • Avitas Wealth Management reported no remaining Wynn Resorts position as of Q3 2024 after selling out during the quarter.
  • Avitas Wealth Management sold 2,444 Wynn Resorts shares in Q3 2024, an estimated $219K.
  • Avitas Wealth Management first reported a position in Wynn Resorts in Q1 2024 and held it in 2 quarters.
  • Avitas Wealth Management's Wynn Resorts position peaked at $219K in Q2 2024.
  • 556 funds tracked by Wall St. Rank held Wynn Resorts as of Q3 2024.

Based on Avitas Wealth Management's 13F filing for Q3 2024, filed 25 Oct 2024.