Loring Wolcott & Coolidge Fiduciary Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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 Q2	–	Sell	-1,500	Closed	-$105K	–	588
2024 Q1	$105K	Hold	1,500	–	–	﹤0.01%	333
2023 Q4	$117K	Hold	1,500	–	–	﹤0.01%	330
2023 Q3	$110K	Hold	1,500	–	–	﹤0.01%	343
2023 Q2	$103K	Hold	1,500	–	–	﹤0.01%	362
2023 Q1	$102K	Hold	1,500	–	–	﹤0.01%	342
2022 Q4	$107K	Hold	1,500	–	–	﹤0.01%	336
2022 Q3	$92K	Hold	1,500	–	–	﹤0.01%	358
2022 Q2	$99K	Sell	1,500 -20	-1%	-$1.57K	﹤0.01%	360
2022 Q1	$129K	Hold	1,520	–	–	﹤0.01%	350
2021 Q4	$136K	Hold	1,520	–	–	﹤0.01%	352
2021 Q3	$117K	Sell	1,520 -31	-2%	-$2.22K	﹤0.01%	374
2021 Q2	$112K	Buy	+1,551	New	+$115K	﹤0.01%	387
2021 Q1	–	Sell	-1,520	Closed	-$90K	–	711
2020 Q4	$90K	Hold	1,520	–	–	﹤0.01%	362
2020 Q3	$77K	Hold	1,520	–	–	﹤0.01%	350
2020 Q2	$65K	Hold	1,520	–	–	﹤0.01%	358
2020 Q1	$48K	Hold	1,520	–	–	﹤0.01%	379
2019 Q4	$95K	Hold	1,520	–	–	﹤0.01%	352
2019 Q3	$79K	Hold	1,520	–	–	﹤0.01%	366
2019 Q2	$85K	Hold	1,520	–	–	﹤0.01%	351
2019 Q1	$76K	Hold	1,520	–	–	﹤0.01%	358
2018 Q4	$69K	Hold	1,520	–	–	﹤0.01%	369
2018 Q3	$84K	Hold	1,520	–	–	﹤0.01%	371
2018 Q2	$89K	Buy	+1,520	New	+$93.6K	﹤0.01%	368

Other funds holding WH

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BAM

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

GCM

Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's WH Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Wyndham Hotels & Resorts (WH) in Q2 2024, closing a stake of 1,500 shares — an estimated $105K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in WH in Q2 2018 and held it in 23 quarters. The position peaked at $136K in Q4 2021. 396 funds tracked by Wall St. Rank hold WH as of Q2 2024.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Wyndham Hotels & Resorts position as of Q2 2024 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 1,500 Wyndham Hotels & Resorts shares in Q2 2024, an estimated $105K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 23 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Wyndham Hotels & Resorts position peaked at $136K in Q4 2021.
396 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.