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Concord Wealth Partners’s Wyndham Hotels & Resorts WH Stock Holding History

Concord Wealth Partners’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
Q4 		– Sell
-251
Closed -$20.1K – 900
2025
Q3 		$20.1K Hold
251
– – ﹤0.01% 456
2025
Q2 		$20.4K Hold
251
– – ﹤0.01% 455
2025
Q1 		$22.7K Sell
251
-291
-54% -$29.5K ﹤0.01% 421
2024
Q4 		$54.6K Sell
542
-1
-0.2% -$93 0.01% 316
2024
Q3 		$42.4K Buy
543
+291
+115% +$22.1K 0.01% 358
2024
Q2 		$18.6K Sell
252
-771
-75% -$55.5K ﹤0.01% 436
2024
Q1 		$78.5K Buy
1,023
+424
+71% +$33.3K 0.01% 293
2023
Q4 		$48.2K Sell
599
-787
-57% -$59.2K 0.01% 363
2023
Q3 		$96.4K Sell
1,386
-120
-8% -$8.9K 0.02% 288
2023
Q2 		$103K Buy
1,506
+309
+26% +$21.1K 0.02% 274
2023
Q1 		$81.2K Sell
1,197
-309
-21% -$22.8K 0.02% 278
2022
Q4 		$107K Buy
+1,506
New +$106K 0.03% 237
2022
Q3 		– Sell
-1,446
Closed -$95K – 1159
2022
Q2 		$95K Hold
1,446
– – 0.03% 269
2022
Q1 		$122K Hold
1,446
– – 0.03% 266
2021
Q4 		$130K Buy
1,446
+251
+21% +$21K 0.03% 269
2021
Q3 		$92K Sell
1,195
-251
-17% -$18K 0.04% 148
2021
Q2 		$105K Sell
1,446
-286
-17% -$21.1K 0.03% 228
2021
Q1 		$121K Sell
1,732
-310
-15% -$19.8K 0.04% 187
2020
Q4 		$121K Buy
+2,042
New +$110K 0.09% 117

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Boston Partners
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Norges Bank
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
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Concord Wealth Partners's WH Position: Q4 2025 in Review

Concord Wealth Partners sold out of Wyndham Hotels & Resorts (WH) in Q4 2025, closing a stake of 251 shares — an estimated $20.1K sold.

Concord Wealth Partners first reported a position in WH in Q4 2020 and held it in 19 quarters. The position peaked at $130K in Q4 2021. 426 funds tracked by Wall St. Rank hold WH as of Q4 2025.

  • Concord Wealth Partners reported no remaining Wyndham Hotels & Resorts position as of Q4 2025 after selling out during the quarter.
  • Concord Wealth Partners sold 251 Wyndham Hotels & Resorts shares in Q4 2025, an estimated $20.1K.
  • Concord Wealth Partners first reported a position in Wyndham Hotels & Resorts in Q4 2020 and held it in 19 quarters.
  • Concord Wealth Partners's Wyndham Hotels & Resorts position peaked at $130K in Q4 2021.
  • 426 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2025.

Based on Concord Wealth Partners's 13F filing for Q4 2025, filed 29 Jan 2026.