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EP Wealth Advisors’s Wynn Resorts WYNN Stock Holding History

EP Wealth Advisors’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
-3,020
Closed -$290K – 1330
2024
Q3 		$290K Buy
+3,020
New +$243K ﹤0.01% 876
2014
Q4 		– Sell
-33,556
Closed -$6.28M – 140
2014
Q3 		$6.28M Buy
33,556
+2,836
+9% +$560K 1.02% 38
2014
Q2 		$6.38M Buy
+30,720
New +$6.37M 1.48% 33

Other funds holding WYNN

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JFG
Jefferies Financial Group New York $15.2B AUM 55.75% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

EP Wealth Advisors's WYNN Position: Q4 2024 in Review

EP Wealth Advisors sold out of Wynn Resorts (WYNN) in Q4 2024, closing a stake of 3,020 shares — an estimated $290K sold.

EP Wealth Advisors first reported a position in WYNN in Q2 2014 and held it in 3 quarters. The position peaked at $6.38M in Q2 2014. 572 funds tracked by Wall St. Rank hold WYNN as of Q4 2024.

  • EP Wealth Advisors reported no remaining Wynn Resorts position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 3,020 Wynn Resorts shares in Q4 2024, an estimated $290K.
  • EP Wealth Advisors first reported a position in Wynn Resorts in Q2 2014 and held it in 3 quarters.
  • EP Wealth Advisors's Wynn Resorts position peaked at $6.38M in Q2 2014.
  • 572 funds tracked by Wall St. Rank held Wynn Resorts as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.