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Schear Investment Advisers’s Wyndham Hotels & Resorts WH Stock Holding History

Schear Investment Advisers’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
2024
Q1 		– Sell
-7,935
Closed -$638K – 88
2023
Q4 		$638K Sell
7,935
-95
-1% -$7.15K 0.62% 49
2023
Q3 		$558K Sell
8,030
-1,389
-15% -$103K 0.6% 51
2023
Q2 		$646K Sell
9,419
-373
-4% -$25.5K 0.68% 50
2023
Q1 		$664K Buy
9,792
+374
+4% +$27.6K 0.79% 46
2022
Q4 		$672K Buy
+9,418
New +$666K 0.83% 41

Other funds holding WH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Schear Investment Advisers's WH Position: Q1 2024 in Review

Schear Investment Advisers sold out of Wyndham Hotels & Resorts (WH) in Q1 2024, closing a stake of 7,935 shares — an estimated $638K sold.

Schear Investment Advisers first reported a position in WH in Q4 2022 and held it in 5 quarters. The position peaked at $672K in Q4 2022. 392 funds tracked by Wall St. Rank hold WH as of Q1 2024.

  • Schear Investment Advisers reported no remaining Wyndham Hotels & Resorts position as of Q1 2024 after selling out during the quarter.
  • Schear Investment Advisers sold 7,935 Wyndham Hotels & Resorts shares in Q1 2024, an estimated $638K.
  • Schear Investment Advisers first reported a position in Wyndham Hotels & Resorts in Q4 2022 and held it in 5 quarters.
  • Schear Investment Advisers's Wyndham Hotels & Resorts position peaked at $672K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q1 2024.

Based on Schear Investment Advisers's 13F filing for Q1 2024, filed 1 May 2024.