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Newbridge Financial Services Group’s Wyndham Hotels & Resorts WH Stock Holding History

Newbridge Financial Services Group’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
2025
Q2 		– Sell
-234
Closed -$21.2K – 1366
2025
Q1 		$21.2K Buy
234
+1
+0.4% +$101 0.01% 537
2024
Q4 		$23.5K Buy
233
+1
+0.4% +$93 0.01% 561
2024
Q3 		$18.2K Buy
232
+1
+0.4% +$76 0.01% 372
2024
Q2 		$17.1K Buy
231
+2
+0.9% +$144 0.01% 606
2024
Q1 		$17.6K Hold
229
– – 0.01% 634
2023
Q4 		$18.4K Buy
229
+1
+0.4% +$75 0.01% 610
2023
Q3 		$15.9K Buy
228
+1
+0.4% +$74 0.01% 701
2023
Q2 		$15.6K Sell
227
-10
-4% -$683 0.01% 770
2023
Q1 		$16.1K Buy
237
+2
+0.9% +$147 0.01% 789
2022
Q4 		$16.8K Buy
235
+1
+0.4% +$71 0.01% 781
2022
Q3 		$14K Buy
234
+1
+0.4% +$67 0.01% 805
2022
Q2 		$15K Buy
233
+1
+0.4% +$79 0.01% 744
2022
Q1 		$20K Buy
232
+1
+0.4% +$85 0.01% 737
2021
Q4 		$21K Buy
231
+1
+0.4% +$84 0.01% 718
2021
Q3 		$18K Hold
230
– – 0.01% 701
2021
Q2 		$17K Buy
230
+1
+0.4% +$74 0.01% 834
2021
Q1 		$16K Hold
229
– – 0.01% 759
2020
Q4 		$14K Buy
229
+1
+0.4% +$54 0.01% 638
2020
Q3 		$12K Buy
+228
New +$11.1K 0.01% 639

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Newbridge Financial Services Group's WH Position: Q2 2025 in Review

Newbridge Financial Services Group sold out of Wyndham Hotels & Resorts (WH) in Q2 2025, closing a stake of 234 shares — an estimated $21.2K sold.

Newbridge Financial Services Group first reported a position in WH in Q3 2020 and held it in 19 quarters. The position peaked at $23.5K in Q4 2024. 462 funds tracked by Wall St. Rank hold WH as of Q2 2025.

  • Newbridge Financial Services Group reported no remaining Wyndham Hotels & Resorts position as of Q2 2025 after selling out during the quarter.
  • Newbridge Financial Services Group sold 234 Wyndham Hotels & Resorts shares in Q2 2025, an estimated $21.2K.
  • Newbridge Financial Services Group first reported a position in Wyndham Hotels & Resorts in Q3 2020 and held it in 19 quarters.
  • Newbridge Financial Services Group's Wyndham Hotels & Resorts position peaked at $23.5K in Q4 2024.
  • 462 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2025.

Based on Newbridge Financial Services Group's 13F filing for Q2 2025, filed 19 Aug 2025.