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

Capital Performance 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
2024
Q4 		– Sell
-12
Closed -$938 – 2683
2024
Q3 		$938 Buy
+12
New +$911 ﹤0.01% 1940

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Wellington Management Group
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Boston Partners
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Capital Performance Advisors's WH Position: Q4 2024 in Review

Capital Performance Advisors sold out of Wyndham Hotels & Resorts (WH) in Q4 2024, closing a stake of 12 shares — an estimated $938 sold.

Capital Performance Advisors first reported a position in WH in Q3 2024 and held it in 1 quarter. The position peaked at $938 in Q3 2024. 416 funds tracked by Wall St. Rank hold WH as of Q4 2024.

  • Capital Performance Advisors reported no remaining Wyndham Hotels & Resorts position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 12 Wyndham Hotels & Resorts shares in Q4 2024, an estimated $938.
  • Capital Performance Advisors first reported a position in Wyndham Hotels & Resorts in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's Wyndham Hotels & Resorts position peaked at $938 in Q3 2024.
  • 416 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.