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Northwest Financial Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Northwest Financial 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
Q4 		– Sell
-22
Closed -$1.72K – 548
2024
Q3 		$1.72K Buy
+22
New +$1.67K ﹤0.01% 505
2024
Q1 		– Sell
-22
Closed -$1.77K – 534
2023
Q4 		$1.77K Buy
+22
New +$1.66K ﹤0.01% 500

Other funds holding WH

Capital Research Global Investors
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Northwest Financial Advisors sold out of Wyndham Hotels & Resorts (WH) in Q4 2024, closing a stake of 22 shares — an estimated $1.72K sold.

Northwest Financial Advisors first reported a position in WH in Q4 2023 and held it in 2 quarters. The position peaked at $1.77K in Q4 2023. 416 funds tracked by Wall St. Rank hold WH as of Q4 2024.

  • Northwest Financial Advisors reported no remaining Wyndham Hotels & Resorts position as of Q4 2024 after selling out during the quarter.
  • Northwest Financial Advisors sold 22 Wyndham Hotels & Resorts shares in Q4 2024, an estimated $1.72K.
  • Northwest Financial Advisors first reported a position in Wyndham Hotels & Resorts in Q4 2023 and held it in 2 quarters.
  • Northwest Financial Advisors's Wyndham Hotels & Resorts position peaked at $1.77K in Q4 2023.
  • 416 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2024.

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