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Regent Peak Wealth Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-29
Closed -$2K – 1000
2020
Q4 		$2K Buy
+29
New +$1.56K ﹤0.01% 854

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N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Regent Peak Wealth Advisors's WH Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Wyndham Hotels & Resorts (WH) in Q1 2021, closing a stake of 29 shares — an estimated $2K sold.

Regent Peak Wealth Advisors first reported a position in WH in Q4 2020 and held it in 1 quarter. The position peaked at $2K in Q4 2020. 370 funds tracked by Wall St. Rank hold WH as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Wyndham Hotels & Resorts position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 29 Wyndham Hotels & Resorts shares in Q1 2021, an estimated $2K.
  • Regent Peak Wealth Advisors first reported a position in Wyndham Hotels & Resorts in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Wyndham Hotels & Resorts position peaked at $2K in Q4 2020.
  • 370 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.