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Sargent Investment Group’s Wyndham Hotels & Resorts WH Stock Holding History

Sargent Investment Group’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
2025
Q1 		– Sell
-2,020
Closed -$204K – 248
2024
Q4 		$204K Buy
+2,020
New +$187K 0.03% 222

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Boston Partners
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State Street
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BAM
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Thrivent Financial for Lutherans
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Morgan Stanley
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JP Morgan Chase
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Sargent Investment Group's WH Position: Q1 2025 in Review

Sargent Investment Group sold out of Wyndham Hotels & Resorts (WH) in Q1 2025, closing a stake of 2,020 shares — an estimated $204K sold.

Sargent Investment Group first reported a position in WH in Q4 2024 and held it in 1 quarter. The position peaked at $204K in Q4 2024. 475 funds tracked by Wall St. Rank hold WH as of Q1 2025.

  • Sargent Investment Group reported no remaining Wyndham Hotels & Resorts position as of Q1 2025 after selling out during the quarter.
  • Sargent Investment Group sold 2,020 Wyndham Hotels & Resorts shares in Q1 2025, an estimated $204K.
  • Sargent Investment Group first reported a position in Wyndham Hotels & Resorts in Q4 2024 and held it in 1 quarter.
  • Sargent Investment Group's Wyndham Hotels & Resorts position peaked at $204K in Q4 2024.
  • 475 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2025.

Based on Sargent Investment Group's 13F filing for Q1 2025, filed 5 May 2025.