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

Clearview 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
2023
Q3 		– Sell
-50
Closed -$3.43K – 645
2023
Q2 		$3.43K Hold
50
– – ﹤0.01% 468
2023
Q1 		$3.39K Hold
50
– – ﹤0.01% 468
2022
Q4 		$3.57K Sell
50
-100
-67% -$7.07K ﹤0.01% 429
2022
Q3 		$9K Buy
+150
New +$10K 0.01% 352

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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearview Wealth Advisors's WH Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of Wyndham Hotels & Resorts (WH) in Q3 2023, closing a stake of 50 shares — an estimated $3.43K sold.

Clearview Wealth Advisors first reported a position in WH in Q3 2022 and held it in 4 quarters. The position peaked at $9K in Q3 2022. 376 funds tracked by Wall St. Rank hold WH as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining Wyndham Hotels & Resorts position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 50 Wyndham Hotels & Resorts shares in Q3 2023, an estimated $3.43K.
  • Clearview Wealth Advisors first reported a position in Wyndham Hotels & Resorts in Q3 2022 and held it in 4 quarters.
  • Clearview Wealth Advisors's Wyndham Hotels & Resorts position peaked at $9K in Q3 2022.
  • 376 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.