Sowell Financial Services’s Wyndham Hotels & Resorts WH Stock Holding History

Sowell Financial Services’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 Q3	–	Sell	-21,396	Closed	-$1.74M	–	1139
2025 Q2	$1.74M	Sell	21,396 -2,546	-11%	-$213K	0.07%	295
2025 Q1	$2.17M	Buy	+23,942	New	+$2.43M	0.1%	218
2021 Q2	–	Sell	-20	Closed	-$1K	–	2734
2021 Q1	$1K	Hold	20	–	–	﹤0.01%	3029
2020 Q4	$1K	Sell	20 -68	-77%	-$3.67K	﹤0.01%	2633
2020 Q3	$4K	Hold	88	–	–	﹤0.01%	2088
2020 Q2	$4K	Hold	88	–	–	﹤0.01%	1999
2020 Q1	$3K	Buy	88 +26	+42%	+$1.32K	﹤0.01%	2018
2019 Q4	$4K	Buy	62 +7	+13%	+$389	﹤0.01%	2017
2019 Q3	$3K	Buy	+55	New	+$3.01K	﹤0.01%	1994

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Investment Management

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return