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SYSTM Wealth Solutions’s Wyndham Hotels & Resorts WH Stock Holding History

SYSTM Wealth Solutions’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
Q2 		– Sell
-9,473
Closed -$727K – 968
2024
Q1 		$727K Buy
9,473
+104
+1% +$8.16K 0.09% 244
2023
Q4 		$753K Buy
9,369
+134
+1% +$10.1K 0.1% 228
2023
Q3 		$642K Sell
9,235
-626
-6% -$46.4K 0.1% 245
2023
Q2 		$676K Sell
9,861
-94
-0.9% -$6.42K 0.09% 270
2023
Q1 		$675K Buy
9,955
+5,293
+114% +$390K 0.1% 240
2022
Q4 		$332K Buy
+4,662
New +$330K 0.04% 411

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
GCM
Gates Capital Management New York $3.66B AUM 12.63% 1-Year Est. Return

SYSTM Wealth Solutions's WH Position: Q2 2024 in Review

SYSTM Wealth Solutions sold out of Wyndham Hotels & Resorts (WH) in Q2 2024, closing a stake of 9,473 shares — an estimated $727K sold.

SYSTM Wealth Solutions first reported a position in WH in Q4 2022 and held it in 6 quarters. The position peaked at $753K in Q4 2023. 395 funds tracked by Wall St. Rank hold WH as of Q2 2024.

  • SYSTM Wealth Solutions reported no remaining Wyndham Hotels & Resorts position as of Q2 2024 after selling out during the quarter.
  • SYSTM Wealth Solutions sold 9,473 Wyndham Hotels & Resorts shares in Q2 2024, an estimated $727K.
  • SYSTM Wealth Solutions first reported a position in Wyndham Hotels & Resorts in Q4 2022 and held it in 6 quarters.
  • SYSTM Wealth Solutions's Wyndham Hotels & Resorts position peaked at $753K in Q4 2023.
  • 395 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q2 2024, filed 12 Aug 2024.