CPA
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Compass Planning Associates’s Wyndham Hotels & Resorts WH Stock Holding History

Compass Planning Associates’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
2025
Q3 		– Sell
-160
Closed -$13K – 121
2025
Q2 		$13K Buy
160
+1
+0.6% +$84 0.01% 88
2025
Q1 		$14.4K Buy
159
+1
+0.6% +$101 0.01% 89
2024
Q4 		$15.9K Buy
+158
New +$14.7K 0.02% 89

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

Compass Planning Associates sold out of Wyndham Hotels & Resorts (WH) in Q3 2025, closing a stake of 160 shares — an estimated $13K sold.

Compass Planning Associates first reported a position in WH in Q4 2024 and held it in 3 quarters. The position peaked at $15.9K in Q4 2024. 438 funds tracked by Wall St. Rank hold WH as of Q3 2025.

  • Compass Planning Associates reported no remaining Wyndham Hotels & Resorts position as of Q3 2025 after selling out during the quarter.
  • Compass Planning Associates sold 160 Wyndham Hotels & Resorts shares in Q3 2025, an estimated $13K.
  • Compass Planning Associates first reported a position in Wyndham Hotels & Resorts in Q4 2024 and held it in 3 quarters.
  • Compass Planning Associates's Wyndham Hotels & Resorts position peaked at $15.9K in Q4 2024.
  • 438 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2025.

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