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

BerganKDV 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
2023 Q2	–	Sell	-21	Closed	-$1.44K	–	1083
2023 Q1	$1.44K	Hold	21	–	–	﹤0.01%	870
2022 Q4	$1.5K	Sell	21 -37	-64%	-$2.62K	﹤0.01%	831
2022 Q3	$4K	Hold	58	–	–	﹤0.01%	733
2022 Q2	$4K	Buy	58 +1	+2%	+$79	﹤0.01%	749
2022 Q1	$5K	Hold	57	–	–	﹤0.01%	740
2021 Q4	$5K	Hold	57	–	–	﹤0.01%	791
2021 Q3	$4K	Hold	57	–	–	﹤0.01%	798
2021 Q2	$4K	Hold	57	–	–	﹤0.01%	744
2021 Q1	$4K	Hold	57	–	–	﹤0.01%	709
2020 Q4	$3K	Hold	57	–	–	﹤0.01%	751
2020 Q3	$3K	Hold	57	–	–	﹤0.01%	666
2020 Q2	$2K	Buy	57 +37	+185%	+$1.51K	﹤0.01%	797
2020 Q1	$1K	Hold	20	–	–	﹤0.01%	899
2019 Q4	$1K	Buy	+20	New	+$1.11K	﹤0.01%	911

Other funds holding WH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

BerganKDV Wealth Management's WH Position: Q2 2023 in Review

BerganKDV Wealth Management sold out of Wyndham Hotels & Resorts (WH) in Q2 2023, closing a stake of 21 shares — an estimated $1.44K sold.

BerganKDV Wealth Management first reported a position in WH in Q4 2019 and held it in 14 quarters. The position peaked at $5K in Q1 2022. 391 funds tracked by Wall St. Rank hold WH as of Q2 2023.

BerganKDV Wealth Management reported no remaining Wyndham Hotels & Resorts position as of Q2 2023 after selling out during the quarter.
BerganKDV Wealth Management sold 21 Wyndham Hotels & Resorts shares in Q2 2023, an estimated $1.44K.
BerganKDV Wealth Management first reported a position in Wyndham Hotels & Resorts in Q4 2019 and held it in 14 quarters.
BerganKDV Wealth Management's Wyndham Hotels & Resorts position peaked at $5K in Q1 2022.
391 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2023.

Based on BerganKDV Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.