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Legacy Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Legacy 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
2019
Q3 		– Sell
-63
Closed -$4K – 330
2019
Q2 		$4K Hold
63
– – ﹤0.01% 334
2019
Q1 		$3K Buy
+63
New +$3.19K ﹤0.01% 378
2018
Q4 		– Sell
-63
Closed -$4K – 397
2018
Q3 		$4K Hold
63
– – ﹤0.01% 426
2018
Q2 		$4K Buy
+63
New +$3.88K ﹤0.01% 364

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
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Legacy Advisors's WH Position: Q3 2019 in Review

Legacy Advisors sold out of Wyndham Hotels & Resorts (WH) in Q3 2019, closing a stake of 63 shares — an estimated $4K sold.

Legacy Advisors first reported a position in WH in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q2 2019. 398 funds tracked by Wall St. Rank hold WH as of Q3 2019.

  • Legacy Advisors reported no remaining Wyndham Hotels & Resorts position as of Q3 2019 after selling out during the quarter.
  • Legacy Advisors sold 63 Wyndham Hotels & Resorts shares in Q3 2019, an estimated $4K.
  • Legacy Advisors first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 4 quarters.
  • Legacy Advisors's Wyndham Hotels & Resorts position peaked at $4K in Q2 2019.
  • 398 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2019.

Based on Legacy Advisors's 13F filing for Q3 2019, filed 10 Oct 2019.