LWM
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Liberty Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

Liberty Wealth Management’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
2020
Q3 		– Sell
-106
Closed -$5K – 965
2020
Q2 		$5K Hold
106
– – ﹤0.01% 628
2020
Q1 		$3K Buy
+106
New +$5.39K ﹤0.01% 704
2019
Q3 		– Sell
-104
Closed -$6K – 995
2019
Q2 		$6K Buy
+104
New +$5.69K 0.01% 640

Other funds holding WH

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Liberty Wealth Management's WH Position: Q3 2020 in Review

Liberty Wealth Management sold out of Wyndham Hotels & Resorts (WH) in Q3 2020, closing a stake of 106 shares — an estimated $5K sold.

Liberty Wealth Management first reported a position in WH in Q2 2019 and held it in 3 quarters. The position peaked at $6K in Q2 2019. 353 funds tracked by Wall St. Rank hold WH as of Q3 2020.

  • Liberty Wealth Management reported no remaining Wyndham Hotels & Resorts position as of Q3 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 106 Wyndham Hotels & Resorts shares in Q3 2020, an estimated $5K.
  • Liberty Wealth Management first reported a position in Wyndham Hotels & Resorts in Q2 2019 and held it in 3 quarters.
  • Liberty Wealth Management's Wyndham Hotels & Resorts position peaked at $6K in Q2 2019.
  • 353 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2020.

Based on Liberty Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.