Summit Securities Group’s Wyndham Hotels & Resorts WH Stock Holding History

Summit Securities 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 Q3	–	Sell	-28	Closed	-$2.27K	–	1430
2025 Q2	$2.27K	Buy	+28	New	+$2.34K	﹤0.01%	1016
2024 Q1	–	Sell	-1,302	Closed	-$105K	–	1006
2023 Q4	$105K	Buy	+1,302	New	+$97.9K	0.04%	325
2023 Q3	–	Sell	-4	Closed	–	–	1091
2023 Q2	$0	Sell	4 -18	-82%	-$1.23K	﹤0.01%	1138
2023 Q1	$1K	Buy	+22	New	+$1.62K	﹤0.01%	761
2022 Q3	–	Sell	-10	Closed	-$1K	–	1233
2022 Q2	$1K	Buy	+10	New	+$788	﹤0.01%	910

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