CWC
WH icon

Carolinas Wealth Consulting’s Wyndham Hotels & Resorts WH Stock Holding History

Carolinas Wealth Consulting’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
Q1 		– Sell
-14
Closed -$1.14K – 1165
2023
Q4 		$1.14K Hold
14
– – ﹤0.01% 816
2023
Q3 		$980 Sell
14
-1
-7% -$74 ﹤0.01% 838
2023
Q2 		$1.05K Buy
15
+1
+7% +$68 ﹤0.01% 907
2023
Q1 		$950 Buy
+14
New +$1.03K ﹤0.01% 902
2021
Q1 		– Sell
-100
Closed -$6K – 1010
2020
Q4 		$6K Hold
100
– – ﹤0.01% 636
2020
Q3 		$5K Hold
100
– – ﹤0.01% 575
2020
Q2 		$4K Buy
+100
New +$4.08K ﹤0.01% 431

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BlackRock
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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return