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MPS Loria Financial Planners’s Wyndham Hotels & Resorts WH Stock Holding History

MPS Loria Financial Planners’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
2021
Q2 		– Sell
-205
Closed -$14K – 560
2021
Q1 		$14K Hold
205
– – 0.01% 268
2020
Q4 		$12K Buy
205
+5
+3% +$270 0.01% 284
2020
Q3 		$10K Hold
200
– – 0.01% 242
2020
Q2 		$9K Buy
+200
New +$8.15K ﹤0.01% 255

Other funds holding WH

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 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 $3.37T AUM 44.26% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

MPS Loria Financial Planners's WH Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Wyndham Hotels & Resorts (WH) in Q2 2021, closing a stake of 205 shares — an estimated $14K sold.

MPS Loria Financial Planners first reported a position in WH in Q2 2020 and held it in 4 quarters. The position peaked at $14K in Q1 2021. 365 funds tracked by Wall St. Rank hold WH as of Q2 2021.

  • MPS Loria Financial Planners reported no remaining Wyndham Hotels & Resorts position as of Q2 2021 after selling out during the quarter.
  • MPS Loria Financial Planners sold 205 Wyndham Hotels & Resorts shares in Q2 2021, an estimated $14K.
  • MPS Loria Financial Planners first reported a position in Wyndham Hotels & Resorts in Q2 2020 and held it in 4 quarters.
  • MPS Loria Financial Planners's Wyndham Hotels & Resorts position peaked at $14K in Q1 2021.
  • 365 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.