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

Next Financial 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
2021 Q4	$24K	Hold	266	–	–	﹤0.01%	1820
2021 Q3	$21K	Sell	266 -3	-1%	-$215	﹤0.01%	1784
2021 Q2	$19K	Sell	269 -1,923	-88%	-$142K	﹤0.01%	1778
2021 Q1	$153K	Buy	2,192 +1,775	+426%	+$113K	0.01%	867
2020 Q4	$25K	Buy	417 +172	+70%	+$9.28K	﹤0.01%	1464
2020 Q3	$12K	Buy	+245	New	+$12K	﹤0.01%	1585
2020 Q2	–	Sell	-540	Closed	-$17K	–	1889
2020 Q1	$17K	Hold	540	–	–	﹤0.01%	1348
2019 Q4	$34K	Buy	540 +257	+91%	+$14.3K	﹤0.01%	1350
2019 Q3	$15K	Hold	283	–	–	﹤0.01%	1566
2019 Q2	$16K	Buy	283 +203	+254%	+$11.1K	﹤0.01%	1551
2019 Q1	$4K	Sell	80 -606	-88%	-$30.6K	﹤0.01%	1335
2018 Q4	$31K	Buy	686 +576	+524%	+$27.9K	0.01%	958
2018 Q3	$6K	Buy	+110	New	+$6.29K	﹤0.01%	1139

Other funds holding WH

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Next Financial Group's WH Position: Q4 2021 in Review

Next Financial Group held its Wyndham Hotels & Resorts (WH) position steady in Q4 2021 at 266 shares worth $24K. The position accounts for ﹤0.01% of the portfolio, ranked #1820.

Next Financial Group first reported a position in WH in Q3 2018 and has held it in 13 quarters since. The position peaked at $153K in Q1 2021. 420 funds tracked by Wall St. Rank hold WH as of Q4 2021.

Next Financial Group held 266 shares of Wyndham Hotels & Resorts worth $24K as of Q4 2021.
Next Financial Group left its Wyndham Hotels & Resorts share count unchanged in Q4 2021.
Wyndham Hotels & Resorts made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #1820 holding.
Next Financial Group first reported a position in Wyndham Hotels & Resorts in Q3 2018 and has held it in 13 quarters since.
Next Financial Group's Wyndham Hotels & Resorts position peaked at $153K in Q1 2021.
420 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.