TCI Wealth Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

TCI Wealth Advisors’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
2023 Q2	–	Sell	-812	Closed	-$55.1K	–	2231
2023 Q1	$55.1K	Hold	812	–	–	0.01%	406
2022 Q4	$57.9K	Hold	812	–	–	0.01%	364
2022 Q3	$50K	Buy	812 +4	+0.5%	+$268	0.01%	368
2022 Q2	$53K	Hold	808	–	–	0.01%	358
2022 Q1	$68K	Hold	808	–	–	0.01%	331
2021 Q4	$72K	Hold	808	–	–	0.01%	322
2021 Q3	$62K	Hold	808	–	–	0.01%	369
2021 Q2	$58K	Sell	808 -1,000	-55%	-$73.9K	0.01%	368
2021 Q1	$126K	Buy	1,808 +1,000	+124%	+$63.8K	0.05%	208
2020 Q4	$48K	Hold	808	–	–	0.02%	340
2020 Q3	$41K	Hold	808	–	–	0.02%	348
2020 Q2	$34K	Hold	808	–	–	0.01%	369
2020 Q1	$25K	Hold	808	–	–	0.01%	422
2019 Q4	$51K	Hold	808	–	–	0.02%	385
2019 Q3	$42K	Hold	808	–	–	0.02%	357
2019 Q2	$45K	Hold	808	–	–	0.02%	332
2019 Q1	$40K	Hold	808	–	–	0.02%	379
2018 Q4	$37K	Sell	808 -9	-1%	-$437	0.02%	367
2018 Q3	$45K	Sell	817 -12	-1%	-$687	0.02%	362
2018 Q2	$49K	Buy	+829	New	+$51K	0.02%	325

Other funds holding WH

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

GCM

Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

TCI Wealth Advisors's WH Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Wyndham Hotels & Resorts (WH) in Q2 2023, closing a stake of 812 shares — an estimated $55.1K sold.

TCI Wealth Advisors first reported a position in WH in Q2 2018 and held it in 20 quarters. The position peaked at $126K in Q1 2021. 391 funds tracked by Wall St. Rank hold WH as of Q2 2023.

TCI Wealth Advisors reported no remaining Wyndham Hotels & Resorts position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 812 Wyndham Hotels & Resorts shares in Q2 2023, an estimated $55.1K.
TCI Wealth Advisors first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 20 quarters.
TCI Wealth Advisors's Wyndham Hotels & Resorts position peaked at $126K in Q1 2021.
391 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.