Gradient Investments’s Wyndham Hotels & Resorts WH Stock Holding History

Gradient Investments’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
2024 Q3	–	Sell	-58	Closed	-$4.29K	–	1295
2024 Q2	$4.29K	Buy	+58	New	+$4.18K	﹤0.01%	882
2024 Q1	–	Sell	-1,358	Closed	-$109K	–	1849
2023 Q4	$109K	Hold	1,358	–	–	﹤0.01%	414
2023 Q3	$94.4K	Hold	1,358	–	–	﹤0.01%	399
2023 Q2	$93.1K	Buy	1,358 +22	+2%	+$1.5K	﹤0.01%	415
2023 Q1	$90.6K	Hold	1,336	–	–	﹤0.01%	393
2022 Q4	$95.3K	Hold	1,336	–	–	﹤0.01%	400
2022 Q3	$82K	Hold	1,336	–	–	﹤0.01%	405
2022 Q2	$88K	Hold	1,336	–	–	﹤0.01%	396
2022 Q1	$113K	Hold	1,336	–	–	﹤0.01%	359
2021 Q4	$120K	Hold	1,336	–	–	﹤0.01%	344
2021 Q3	$103K	Hold	1,336	–	–	﹤0.01%	363
2021 Q2	$97K	Hold	1,336	–	–	﹤0.01%	371
2021 Q1	$93K	Hold	1,336	–	–	﹤0.01%	374
2020 Q4	$67K	Hold	1,336	–	–	﹤0.01%	360
2020 Q3	$67K	Hold	1,336	–	–	﹤0.01%	363
2020 Q2	$57K	Hold	1,336	–	–	﹤0.01%	369
2020 Q1	$42K	Hold	1,336	–	–	﹤0.01%	379
2019 Q4	$84K	Hold	1,336	–	–	﹤0.01%	327
2019 Q3	$69K	Hold	1,336	–	–	﹤0.01%	336
2019 Q2	$74K	Hold	1,336	–	–	﹤0.01%	344
2019 Q1	$67K	Hold	1,336	–	–	﹤0.01%	312
2018 Q4	$61K	Hold	1,336	–	–	﹤0.01%	319
2018 Q3	$74K	Hold	1,336	–	–	﹤0.01%	319
2018 Q2	$79K	Buy	+1,336	New	+$82.3K	﹤0.01%	288

Other funds holding WH

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Gradient Investments's WH Position: Q3 2024 in Review

Gradient Investments sold out of Wyndham Hotels & Resorts (WH) in Q3 2024, closing a stake of 58 shares — an estimated $4.29K sold.

Gradient Investments first reported a position in WH in Q2 2018 and held it in 24 quarters. The position peaked at $120K in Q4 2021. 405 funds tracked by Wall St. Rank hold WH as of Q3 2024.

Gradient Investments reported no remaining Wyndham Hotels & Resorts position as of Q3 2024 after selling out during the quarter.
Gradient Investments sold 58 Wyndham Hotels & Resorts shares in Q3 2024, an estimated $4.29K.
Gradient Investments first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 24 quarters.
Gradient Investments's Wyndham Hotels & Resorts position peaked at $120K in Q4 2021.
405 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.