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CSat Investment Advisory’s Wyndham Hotels & Resorts WH Stock Holding History

CSat Investment Advisory’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
2020
Q4 		– Sell
-339
Closed -$17K – 966
2020
Q3 		$17K Buy
339
+42
+14% +$2.05K ﹤0.01% 916
2020
Q2 		$13K Buy
+297
New +$12.1K ﹤0.01% 978

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CSat Investment Advisory's WH Position: Q4 2020 in Review

CSat Investment Advisory sold out of Wyndham Hotels & Resorts (WH) in Q4 2020, closing a stake of 339 shares — an estimated $17K sold.

CSat Investment Advisory first reported a position in WH in Q2 2020 and held it in 2 quarters. The position peaked at $17K in Q3 2020. 378 funds tracked by Wall St. Rank hold WH as of Q4 2020.

  • CSat Investment Advisory reported no remaining Wyndham Hotels & Resorts position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 339 Wyndham Hotels & Resorts shares in Q4 2020, an estimated $17K.
  • CSat Investment Advisory first reported a position in Wyndham Hotels & Resorts in Q2 2020 and held it in 2 quarters.
  • CSat Investment Advisory's Wyndham Hotels & Resorts position peaked at $17K in Q3 2020.
  • 378 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.