CPA
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Compass Planning Associates’s Hyatt Hotels H Stock Holding History

Compass Planning Associates’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-32
Closed -$4.49K – 71
2025
Q2 		$4.49K Hold
32
– – ﹤0.01% 114
2025
Q1 		$3.94K Hold
32
– – ﹤0.01% 120
2024
Q4 		$5.04K Buy
+32
New +$4.96K 0.01% 119

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Compass Planning Associates's H Position: Q3 2025 in Review

Compass Planning Associates sold out of Hyatt Hotels (H) in Q3 2025, closing a stake of 32 shares — an estimated $4.49K sold.

Compass Planning Associates first reported a position in H in Q4 2024 and held it in 3 quarters. The position peaked at $5.04K in Q4 2024. 429 funds tracked by Wall St. Rank hold H as of Q3 2025.

  • Compass Planning Associates reported no remaining Hyatt Hotels position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 32 Hyatt Hotels shares in Q3 2025, an estimated $4.49K.
  • Compass Planning Associates first reported a position in Hyatt Hotels in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Hyatt Hotels position peaked at $5.04K in Q4 2024.
  • 429 funds tracked by Wall St. Rank held Hyatt Hotels as of Q3 2025.

Based on Compass Planning Associates's 13F filing for Q3 2025, filed 22 Oct 2025.