KPW
WH icon

Kore Private Wealth’s Wyndham Hotels & Resorts WH Stock Holding History

Kore Private Wealth’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
Q1 		– Sell
-2,266
Closed -$203K – 336
2021
Q4 		$203K Buy
+2,266
New +$189K 0.02% 286
2020
Q3 		– Sell
-2,266
Closed -$96K – 1085
2020
Q2 		$96K Buy
2,266
+2,016
+806% +$82.2K 0.02% 341
2020
Q1 		$8K Hold
250
– – ﹤0.01% 732
2019
Q4 		$16K Buy
+250
New +$13.9K ﹤0.01% 676
2019
Q2 		– Sell
-250
Closed -$12K – 793
2019
Q1 		$12K Hold
250
– – ﹤0.01% 608
2018
Q4 		$11K Buy
+250
New +$12.1K ﹤0.01% 564

Other funds holding WH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IC
Impactive Capital New York City, New York $1.38B AUM 1.92% 1-Year Est. Return