Laurel Wealth Advisors (North Carolina)’s Wyndham Hotels & Resorts WH Stock Holding History

Laurel Wealth Advisors (North Carolina)’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
2024 Q3	–	Sell	-20	Closed	-$1.48K	–	747
2024 Q2	$1.48K	Buy	+20	New	+$1.44K	﹤0.01%	566
2020 Q1	–	Sell	-115	Closed	-$7K	–	566
2019 Q4	$7K	Hold	115	–	–	﹤0.01%	422
2019 Q3	$6K	Hold	115	–	–	﹤0.01%	421
2019 Q2	$6K	Hold	115	–	–	﹤0.01%	427
2019 Q1	$6K	Hold	115	–	–	﹤0.01%	402
2018 Q4	$5K	Buy	+115	New	+$5.58K	﹤0.01%	410

Other funds holding WH

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

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s WH Position: Q3 2024 in Review

Laurel Wealth Advisors (North Carolina) sold out of Wyndham Hotels & Resorts (WH) in Q3 2024, closing a stake of 20 shares — an estimated $1.48K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in WH in Q4 2018 and held it in 6 quarters. The position peaked at $7K in Q4 2019. 405 funds tracked by Wall St. Rank hold WH as of Q3 2024.

Laurel Wealth Advisors (North Carolina) reported no remaining Wyndham Hotels & Resorts position as of Q3 2024 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 20 Wyndham Hotels & Resorts shares in Q3 2024, an estimated $1.48K.
Laurel Wealth Advisors (North Carolina) first reported a position in Wyndham Hotels & Resorts in Q4 2018 and held it in 6 quarters.
Laurel Wealth Advisors (North Carolina)'s Wyndham Hotels & Resorts position peaked at $7K in Q4 2019.
405 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2024.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q3 2024, filed 5 Nov 2024.