SVA Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

SVA Wealth Management’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
2020 Q4	$1.27M	Buy	21,449 +2,644	+14%	+$143K	0.11%	117
2020 Q3	$950K	Sell	18,805 -1,378	-7%	-$67.3K	0.09%	119
2020 Q2	$860K	Sell	20,183 -1,935	-9%	-$78.9K	0.09%	121
2020 Q1	$697K	Sell	22,118 -1,867	-8%	-$94.9K	0.08%	125
2019 Q4	$1.51M	Sell	23,985 -4,099	-15%	-$228K	0.14%	109
2019 Q3	$1.45M	Buy	28,084 +808	+3%	+$44.2K	0.14%	106
2019 Q2	$1.52M	Buy	27,276 +2,641	+11%	+$144K	0.15%	107
2019 Q1	$1.23M	Buy	+24,635	New	+$1.25M	0.12%	119

Other funds holding WH

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 $5.72T AUM 30.48% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

LPC

Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

SVA Wealth Management's WH Position: Q4 2020 in Review

SVA Wealth Management increased its Wyndham Hotels & Resorts (WH) stake by 14% in Q4 2020, buying an estimated $143K and bringing the position to 21,449 shares worth $1.27M. The position accounts for 0.11% of the portfolio, ranked #117.

SVA Wealth Management first reported a position in WH in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.52M in Q2 2019. 377 funds tracked by Wall St. Rank hold WH as of Q4 2020.

SVA Wealth Management held 21,449 shares of Wyndham Hotels & Resorts worth $1.27M as of Q4 2020.
SVA Wealth Management bought 2,644 Wyndham Hotels & Resorts shares in Q4 2020, an estimated $143K.
Wyndham Hotels & Resorts made up 0.11% of SVA Wealth Management's portfolio in Q4 2020, its #117 holding.
SVA Wealth Management first reported a position in Wyndham Hotels & Resorts in Q1 2019 and has held it in 8 quarters since.
SVA Wealth Management's Wyndham Hotels & Resorts position peaked at $1.52M in Q2 2019.
377 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.