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

Summit Wealth 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
2021
Q3 		– Sell
-94
Closed -$7K – 218
2021
Q2 		$7K Hold
94
– – 0.01% 118
2021
Q1 		$7K Buy
+94
New +$6K 0.01% 111

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GCM
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Bessemer Group
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Summit Wealth Group's WH Position: Q3 2021 in Review

Summit Wealth Group sold out of Wyndham Hotels & Resorts (WH) in Q3 2021, closing a stake of 94 shares — an estimated $7K sold.

Summit Wealth Group first reported a position in WH in Q1 2021 and held it in 2 quarters. The position peaked at $7K in Q2 2021. 368 funds tracked by Wall St. Rank hold WH as of Q3 2021.

  • Summit Wealth Group reported no remaining Wyndham Hotels & Resorts position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Group sold 94 Wyndham Hotels & Resorts shares in Q3 2021, an estimated $7K.
  • Summit Wealth Group first reported a position in Wyndham Hotels & Resorts in Q1 2021 and held it in 2 quarters.
  • Summit Wealth Group's Wyndham Hotels & Resorts position peaked at $7K in Q2 2021.
  • 368 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2021.

Based on Summit Wealth Group's 13F filing for Q3 2021, filed 12 Nov 2021.