CAAS
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Capital Asset Advisory Services’s Wyndham Hotels & Resorts WH Stock Holding History

Capital Asset Advisory Services’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
Q1 		– Sell
-156
Closed -$9K – 1503
2020
Q4 		$9K Buy
+156
New +$8.41K ﹤0.01% 1141

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JSP
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LPC
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Massachusetts Financial Services
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State Street
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Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Capital Asset Advisory Services's WH Position: Q1 2021 in Review

Capital Asset Advisory Services sold out of Wyndham Hotels & Resorts (WH) in Q1 2021, closing a stake of 156 shares — an estimated $9K sold.

Capital Asset Advisory Services first reported a position in WH in Q4 2020 and held it in 1 quarter. The position peaked at $9K in Q4 2020. 370 funds tracked by Wall St. Rank hold WH as of Q1 2021.

  • Capital Asset Advisory Services reported no remaining Wyndham Hotels & Resorts position as of Q1 2021 after selling out during the quarter.
  • Capital Asset Advisory Services sold 156 Wyndham Hotels & Resorts shares in Q1 2021, an estimated $9K.
  • Capital Asset Advisory Services first reported a position in Wyndham Hotels & Resorts in Q4 2020 and held it in 1 quarter.
  • Capital Asset Advisory Services's Wyndham Hotels & Resorts position peaked at $9K in Q4 2020.
  • 370 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2021.

Based on Capital Asset Advisory Services's 13F filing for Q1 2021, filed 13 May 2021.