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WYNN icon

Curated Wealth Partners’s Wynn Resorts WYNN Stock Holding History

Curated Wealth Partners’s Portfolio WYNN Stock Details WYNN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-5,000
Closed -$479K – 151
2024
Q3 		$479K Sell
5,000
-3
-0.1% -$241 0.06% 81
2024
Q2 		$448K Buy
+5,003
New +$480K 0.06% 85
2024
Q1 		– Sell
-5,000
Closed -$496K – 285
2023
Q4 		$456K Sell
5,000
-8
-0.2% -$709 0.07% 93
2023
Q3 		$463K Buy
5,008
+8
+0.2% +$802 0.08% 81
2023
Q2 		$528K Hold
5,000
– – 0.1% 70
2023
Q1 		$560K Hold
5,000
– – 0.13% 62
2022
Q4 		$412K Hold
5,000
– – 0.1% 73
2022
Q3 		$315K Hold
5,000
– – 0.09% 89
2022
Q2 		$285K Buy
+5,000
New +$330K 0.08% 102

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State Street
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Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JFG
Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return