JMPWA
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JP Morgan Private Wealth Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

JP Morgan Private Wealth Advisors’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
2023
Q3 		$10.2M Sell
146,411
-5,197
-3% -$385K 0.03% 374
2023
Q2 		$10.4M Sell
151,608
-432,126
-74% -$29.5M 0.05% 225
2023
Q1 		$39.6M Buy
583,734
+24,497
+4% +$1.81M 0.08% 216
2022
Q4 		$39.9M Sell
559,237
-71,913
-11% -$5.08M 0.09% 206
2022
Q3 		$38.7M Sell
631,150
-27,388
-4% -$1.83M 0.1% 198
2022
Q2 		$43.3M Sell
658,538
-65,582
-9% -$5.17M 0.11% 190
2022
Q1 		$61.3M Buy
724,120
+72,316
+11% +$6.16M 0.13% 166
2021
Q4 		$58.4M Buy
651,804
+50,766
+8% +$4.24M 0.13% 169
2021
Q3 		$46.4M Buy
601,038
+39,265
+7% +$2.82M 0.11% 188
2021
Q2 		$40.6M Buy
561,773
+221,692
+65% +$16.4M 0.11% 199
2021
Q1 		$23.7M Buy
340,081
+185,055
+119% +$11.8M 0.08% 234
2020
Q4 		$9.21M Buy
155,026
+6,722
+5% +$363K 0.03% 374
2020
Q3 		$7.49M Buy
+148,304
New +$7.24M 0.03% 376
2019
Q4 		– Sell
-4,228
Closed -$219K – 1512
2019
Q3 		$219K Buy
+4,228
New +$231K ﹤0.01% 1310

Other funds holding WH

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Private Wealth Advisors's WH Position: Q3 2023 in Review

JP Morgan Private Wealth Advisors reduced its Wyndham Hotels & Resorts (WH) stake by 3.4% in Q3 2023, selling an estimated $385K and leaving 146,411 shares worth $10.2M. The position accounts for 0.03% of the portfolio, ranked #374.

JP Morgan Private Wealth Advisors first reported a position in WH in Q3 2019 and has held it in 14 quarters since. The position peaked at $61.3M in Q1 2022. 376 funds tracked by Wall St. Rank hold WH as of Q3 2023.

  • JP Morgan Private Wealth Advisors held 146,411 shares of Wyndham Hotels & Resorts worth $10.2M as of Q3 2023.
  • JP Morgan Private Wealth Advisors sold 5,197 Wyndham Hotels & Resorts shares in Q3 2023, an estimated $385K.
  • Wyndham Hotels & Resorts made up 0.03% of JP Morgan Private Wealth Advisors's portfolio in Q3 2023, its #374 holding.
  • JP Morgan Private Wealth Advisors first reported a position in Wyndham Hotels & Resorts in Q3 2019 and has held it in 14 quarters since.
  • JP Morgan Private Wealth Advisors's Wyndham Hotels & Resorts position peaked at $61.3M in Q1 2022.
  • 376 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.