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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 – 260
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 $717B AUM 35.42% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Level Financial Advisors's WH Position: Q1 2024 in Review

Level Financial Advisors sold out of Wyndham Hotels & Resorts (WH) in Q1 2024, closing a stake of 100 shares — an estimated $8.04K sold.

Level Financial Advisors first reported a position in WH in Q4 2021 and held it in 9 quarters. The position peaked at $9K in Q4 2021. 394 funds tracked by Wall St. Rank hold WH as of Q1 2024.

  • Level Financial Advisors reported no remaining Wyndham Hotels & Resorts position as of Q1 2024 after selling out during the quarter.
  • Level Financial Advisors sold 100 Wyndham Hotels & Resorts shares in Q1 2024, an estimated $8.04K.
  • Level Financial Advisors first reported a position in Wyndham Hotels & Resorts in Q4 2021 and held it in 9 quarters.
  • Level Financial Advisors's Wyndham Hotels & Resorts position peaked at $9K in Q4 2021.
  • 394 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.