Berman Capital Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Berman Capital Advisors’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	$44K	Buy	570 +7	+1%	+$502	0.01%	726
2021 Q2	$40K	Buy	563 +320	+132%	+$23.6K	0.01%	665
2021 Q1	$17K	Sell	243 -7	-3%	-$447	﹤0.01%	848
2020 Q4	$14K	Hold	250	–	–	﹤0.01%	798
2020 Q3	$12K	Buy	250 +97	+63%	+$4.74K	﹤0.01%	749
2020 Q2	$6K	Buy	153 +60	+65%	+$2.45K	﹤0.01%	954
2020 Q1	$2K	Buy	93 +53	+133%	+$2.69K	﹤0.01%	1196
2019 Q4	$2K	Hold	40	–	–	﹤0.01%	1260
2019 Q3	$2K	Hold	40	–	–	﹤0.01%	1242
2019 Q2	$2K	Hold	40	–	–	﹤0.01%	1244
2019 Q1	$1K	Hold	40	–	–	﹤0.01%	1280
2018 Q4	$1K	Buy	+40	New	+$1.94K	﹤0.01%	1078

Other funds holding WH

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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 Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

GCM

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

Berman Capital Advisors's WH Position: Q3 2021 in Review

Berman Capital Advisors increased its Wyndham Hotels & Resorts (WH) stake by 1.2% in Q3 2021, buying an estimated $502 and bringing the position to 570 shares worth $44K. The position accounts for 0.01% of the portfolio, ranked #726.

Berman Capital Advisors first reported a position in WH in Q4 2018 and has held it in 12 quarters since. 368 funds tracked by Wall St. Rank hold WH as of Q3 2021.

Berman Capital Advisors held 570 shares of Wyndham Hotels & Resorts worth $44K as of Q3 2021.
Berman Capital Advisors bought 7 Wyndham Hotels & Resorts shares in Q3 2021, an estimated $502.
Wyndham Hotels & Resorts made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #726 holding.
Berman Capital Advisors first reported a position in Wyndham Hotels & Resorts in Q4 2018 and has held it in 12 quarters since.
368 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.