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Forum Financial Management’s Wyndham Hotels & Resorts WH Stock Holding History

Forum Financial 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
2025
Q1 		– Sell
-2,306
Closed -$232K – 940
2024
Q4 		$232K Buy
+2,306
New +$214K ﹤0.01% 769

Other funds holding WH

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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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forum Financial Management's WH Position: Q1 2025 in Review

Forum Financial Management sold out of Wyndham Hotels & Resorts (WH) in Q1 2025, closing a stake of 2,306 shares — an estimated $232K sold.

Forum Financial Management first reported a position in WH in Q4 2024 and held it in 1 quarter. The position peaked at $232K in Q4 2024. 475 funds tracked by Wall St. Rank hold WH as of Q1 2025.

  • Forum Financial Management reported no remaining Wyndham Hotels & Resorts position as of Q1 2025 after selling out during the quarter.
  • Forum Financial Management sold 2,306 Wyndham Hotels & Resorts shares in Q1 2025, an estimated $232K.
  • Forum Financial Management first reported a position in Wyndham Hotels & Resorts in Q4 2024 and held it in 1 quarter.
  • Forum Financial Management's Wyndham Hotels & Resorts position peaked at $232K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2025.

Based on Forum Financial Management's 13F filing for Q1 2025, filed 2 May 2025.