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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 – 1163
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 – 1006
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Carolinas Wealth Consulting's WH Position: Q1 2024 in Review

Carolinas Wealth Consulting sold out of Wyndham Hotels & Resorts (WH) in Q1 2024, closing a stake of 14 shares — an estimated $1.14K sold.

Carolinas Wealth Consulting first reported a position in WH in Q2 2020 and held it in 7 quarters. The position peaked at $6K in Q4 2020. 394 funds tracked by Wall St. Rank hold WH as of Q1 2024.

  • Carolinas Wealth Consulting reported no remaining Wyndham Hotels & Resorts position as of Q1 2024 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 14 Wyndham Hotels & Resorts shares in Q1 2024, an estimated $1.14K.
  • Carolinas Wealth Consulting first reported a position in Wyndham Hotels & Resorts in Q2 2020 and held it in 7 quarters.
  • Carolinas Wealth Consulting's Wyndham Hotels & Resorts position peaked at $6K in Q4 2020.
  • 394 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2024.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2024, filed 15 May 2024.