RFA
WH icon

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

Reilly 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
2020
Q3 		– Sell
-100
Closed -$4K – 945
2020
Q2 		$4K Hold
100
– – ﹤0.01% 745
2020
Q1 		$3K Sell
100
-175,981
-100% -$8.95M ﹤0.01% 755
2019
Q4 		$11.1M Sell
176,081
-1,217
-0.7% -$67.6K 1.26% 42
2019
Q3 		$9.17M Buy
177,298
+3,886
+2% +$212K 1.13% 49
2019
Q2 		$9.67M Sell
173,412
-273
-0.2% -$14.9K 1.21% 44
2019
Q1 		$8.68M Buy
173,685
+174
+0.1% +$8.8K 1.13% 42
2018
Q4 		$7.87M Buy
173,511
+2,454
+1% +$119K 1.15% 44
2018
Q3 		$9.51M Buy
171,057
+32,629
+24% +$1.87M 1.26% 41
2018
Q2 		$8.14M Buy
+138,428
New +$8.52M 1.15% 45

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Boston Partners
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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return