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Northwest Financial Advisors’s Hyatt Hotels H Stock Holding History

Northwest Financial Advisors’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-14
Closed -$2.15K – 279
2024
Q3 		$2.15K Buy
+14
New +$2.07K ﹤0.01% 493
2024
Q1 		– Sell
-14
Closed -$1.83K – 257
2023
Q4 		$1.83K Buy
+14
New +$1.59K ﹤0.01% 498

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northwest Financial Advisors's H Position: Q4 2024 in Review

Northwest Financial Advisors sold out of Hyatt Hotels (H) in Q4 2024, closing a stake of 14 shares — an estimated $2.15K sold.

Northwest Financial Advisors first reported a position in H in Q4 2023 and held it in 2 quarters. The position peaked at $2.15K in Q3 2024. 444 funds tracked by Wall St. Rank hold H as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Hyatt Hotels position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 14 Hyatt Hotels shares in Q4 2024, an estimated $2.15K.
  • Northwest Financial Advisors first reported a position in Hyatt Hotels in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Hyatt Hotels position peaked at $2.15K in Q3 2024.
  • 444 funds tracked by Wall St. Rank held Hyatt Hotels as of Q4 2024.

Based on Northwest Financial Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.