IWA
H icon

Icon Wealth Advisors’s Hyatt Hotels H Stock Holding History

Icon Wealth Advisors’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-703
Closed -$110K – 500
2024
Q4 		$110K Buy
703
+37
+6% +$5.74K 0.01% 487
2024
Q3 		$101K Sell
666
-75
-10% -$11.1K 0.01% 477
2024
Q2 		$109K Buy
+741
New +$111K 0.01% 421

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Icon Wealth Advisors's H Position: Q1 2025 in Review

Icon Wealth Advisors sold out of Hyatt Hotels (H) in Q1 2025, closing a stake of 703 shares — an estimated $110K sold.

Icon Wealth Advisors first reported a position in H in Q2 2024 and held it in 3 quarters. The position peaked at $110K in Q4 2024. 424 funds tracked by Wall St. Rank hold H as of Q1 2025.

  • Icon Wealth Advisors reported no remaining Hyatt Hotels position as of Q1 2025 after selling out during the quarter.
  • Icon Wealth Advisors sold 703 Hyatt Hotels shares in Q1 2025, an estimated $110K.
  • Icon Wealth Advisors first reported a position in Hyatt Hotels in Q2 2024 and held it in 3 quarters.
  • Icon Wealth Advisors's Hyatt Hotels position peaked at $110K in Q4 2024.
  • 424 funds tracked by Wall St. Rank held Hyatt Hotels as of Q1 2025.

Based on Icon Wealth Advisors's 13F filing for Q1 2025, filed 15 May 2025.