LFA
WH icon

Level Financial Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Level Financial 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
2024
Q1 		– Sell
-100
Closed -$8.04K – 265
2023
Q4 		$8.04K Hold
100
– – ﹤0.01% 200
2023
Q3 		$6.95K Hold
100
– – ﹤0.01% 203
2023
Q2 		$6.86K Hold
100
– – ﹤0.01% 206
2023
Q1 		$6.79K Hold
100
– – ﹤0.01% 179
2022
Q4 		$7K Hold
100
– – ﹤0.01% 180
2022
Q3 		$6K Hold
100
– – ﹤0.01% 187
2022
Q2 		$7K Hold
100
– – 0.01% 200
2022
Q1 		$8K Hold
100
– – 0.01% 166
2021
Q4 		$9K Buy
+100
New +$8.36K 0.01% 178

Other funds holding WH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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 $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return