RWA
WH icon

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

Ropes 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 – 792
2020
Q4 		$2K Buy
+29
New +$1.56K ﹤0.01% 670

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
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
LPC
Long Pond Capital New York $1.05B AUM 16.49% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Ropes Wealth Advisors's WH Position: Q1 2021 in Review

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

Ropes 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.

  • Ropes Wealth Advisors reported no remaining Wyndham Hotels & Resorts position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 29 Wyndham Hotels & Resorts shares in Q1 2021, an estimated $2K.
  • Ropes Wealth Advisors first reported a position in Wyndham Hotels & Resorts in Q4 2020 and held it in 1 quarter.
  • Ropes 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 Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.