RFA
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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 $717B AUM 35.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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 $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Reilly Financial Advisors's WH Position: Q3 2020 in Review

Reilly Financial Advisors sold out of Wyndham Hotels & Resorts (WH) in Q3 2020, closing a stake of 100 shares — an estimated $4K sold.

Reilly Financial Advisors first reported a position in WH in Q2 2018 and held it in 9 quarters. The position peaked at $11.1M in Q4 2019. 353 funds tracked by Wall St. Rank hold WH as of Q3 2020.

  • Reilly Financial Advisors reported no remaining Wyndham Hotels & Resorts position as of Q3 2020 after selling out during the quarter.
  • Reilly Financial Advisors sold 100 Wyndham Hotels & Resorts shares in Q3 2020, an estimated $4K.
  • Reilly Financial Advisors first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 9 quarters.
  • Reilly Financial Advisors's Wyndham Hotels & Resorts position peaked at $11.1M in Q4 2019.
  • 353 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2020.

Based on Reilly Financial Advisors's 13F filing for Q3 2020, filed 6 Nov 2020.