CWA
WH icon

Carolina Wealth Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Carolina Wealth 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
2020
Q2 		– Sell
-51
Closed -$2K – 185
2020
Q1 		$2K Hold
51
– – ﹤0.01% 159
2019
Q4 		$3K Buy
+51
New +$2.83K ﹤0.01% 169

Other funds holding WH

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Boston Partners
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.04B AUM 2.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Carolina Wealth Advisors's WH Position: Q2 2020 in Review

Carolina Wealth Advisors sold out of Wyndham Hotels & Resorts (WH) in Q2 2020, closing a stake of 51 shares — an estimated $2K sold.

Carolina Wealth Advisors first reported a position in WH in Q4 2019 and held it in 2 quarters. The position peaked at $3K in Q4 2019. 352 funds tracked by Wall St. Rank hold WH as of Q2 2020.

  • Carolina Wealth Advisors reported no remaining Wyndham Hotels & Resorts position as of Q2 2020 after selling out during the quarter.
  • Carolina Wealth Advisors sold 51 Wyndham Hotels & Resorts shares in Q2 2020, an estimated $2K.
  • Carolina Wealth Advisors first reported a position in Wyndham Hotels & Resorts in Q4 2019 and held it in 2 quarters.
  • Carolina Wealth Advisors's Wyndham Hotels & Resorts position peaked at $3K in Q4 2019.
  • 352 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2020.

Based on Carolina Wealth Advisors's 13F filing for Q2 2020, filed 31 Jul 2020.