EWM
WH icon

Elmwood Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

Elmwood Wealth Management’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
2022
Q1 		– Sell
-200
Closed -$18K – 337
2021
Q4 		$18K Buy
+200
New +$16.7K 0.01% 255
2021
Q2 		$14K Hold
200
– – 0.01% 240
2021
Q1 		$14K Buy
+200
New +$12.8K 0.01% 233

Other funds holding WH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return

Elmwood Wealth Management's WH Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Wyndham Hotels & Resorts (WH) in Q1 2022, closing a stake of 200 shares — an estimated $18K sold.

Elmwood Wealth Management first reported a position in WH in Q1 2021 and held it in 3 quarters. The position peaked at $18K in Q4 2021. 434 funds tracked by Wall St. Rank hold WH as of Q1 2022.

  • Elmwood Wealth Management reported no remaining Wyndham Hotels & Resorts position as of Q1 2022 after selling out during the quarter.
  • Elmwood Wealth Management sold 200 Wyndham Hotels & Resorts shares in Q1 2022, an estimated $18K.
  • Elmwood Wealth Management first reported a position in Wyndham Hotels & Resorts in Q1 2021 and held it in 3 quarters.
  • Elmwood Wealth Management's Wyndham Hotels & Resorts position peaked at $18K in Q4 2021.
  • 434 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.