KWM
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Kingsview Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

Kingsview Wealth 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
2023
Q4 		– Sell
-33,242
Closed -$2.31M – 1033
2023
Q3 		$2.31M Buy
+33,242
New +$2.47M 0.08% 248

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BlackRock
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Wellington Management Group
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Boston Partners
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State Street
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Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Kingsview Wealth Management's WH Position: Q4 2023 in Review

Kingsview Wealth Management sold out of Wyndham Hotels & Resorts (WH) in Q4 2023, closing a stake of 33,242 shares — an estimated $2.31M sold.

Kingsview Wealth Management first reported a position in WH in Q3 2023 and held it in 1 quarter. The position peaked at $2.31M in Q3 2023. 396 funds tracked by Wall St. Rank hold WH as of Q4 2023.

  • Kingsview Wealth Management reported no remaining Wyndham Hotels & Resorts position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 33,242 Wyndham Hotels & Resorts shares in Q4 2023, an estimated $2.31M.
  • Kingsview Wealth Management first reported a position in Wyndham Hotels & Resorts in Q3 2023 and held it in 1 quarter.
  • Kingsview Wealth Management's Wyndham Hotels & Resorts position peaked at $2.31M in Q3 2023.
  • 396 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.