Heritage Wealth Management (Arizona)’s Wyndham Hotels & Resorts WH Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$14.4K	Buy	202 +101	+100%	+$7.14K	﹤0.01%	726
2022 Q3	$6K	Hold	101	–	–	﹤0.01%	743
2022 Q2	$6.64K	Hold	101	–	–	﹤0.01%	729
2022 Q1	$9K	Buy	+101	New	+$8.6K	﹤0.01%	731
2021 Q3	$8K	Hold	101	–	–	﹤0.01%	687
2021 Q2	$7K	Buy	+101	New	+$7.46K	﹤0.01%	711

Other funds holding WH

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s WH Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Wyndham Hotels & Resorts (WH) stake by 100% in Q4 2022, buying an estimated $7.14K and bringing the position to 202 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #726.

Heritage Wealth Management (Arizona) first reported a position in WH in Q2 2021 and has held it in 6 quarters since. 418 funds tracked by Wall St. Rank hold WH as of Q4 2022.

Heritage Wealth Management (Arizona) held 202 shares of Wyndham Hotels & Resorts worth $14.4K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 101 Wyndham Hotels & Resorts shares in Q4 2022, an estimated $7.14K.
Wyndham Hotels & Resorts made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #726 holding.
Heritage Wealth Management (Arizona) first reported a position in Wyndham Hotels & Resorts in Q2 2021 and has held it in 6 quarters since.
418 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.