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TFO Wealth Partners’s Hyatt Hotels H Stock Holding History

TFO Wealth Partners’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-1
Closed -$160 – 351
2024
Q1 		$160 Hold
1
– – ﹤0.01% 543
2023
Q4 		$130 Sell
1
-200
-100% -$22.7K ﹤0.01% 750
2023
Q3 		$23K Hold
201
– – ﹤0.01% 139
2023
Q2 		$23K Hold
201
– – ﹤0.01% 130
2023
Q1 		$22.5K Buy
201
+173
+618% +$18.9K ﹤0.01% 93
2022
Q4 		$769 Sell
28
-172
-86% -$15.8K ﹤0.01% 412
2022
Q3 		$16K Hold
200
– – ﹤0.01% 75
2022
Q2 		$15K Buy
+200
New +$17.4K ﹤0.01% 100

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

TFO Wealth Partners's H Position: Q2 2024 in Review

TFO Wealth Partners sold out of Hyatt Hotels (H) in Q2 2024, closing a stake of 1 share — an estimated $160 sold.

TFO Wealth Partners first reported a position in H in Q2 2022 and held it in 8 quarters. The position peaked at $23K in Q3 2023. 424 funds tracked by Wall St. Rank hold H as of Q2 2024.

  • TFO Wealth Partners reported no remaining Hyatt Hotels position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 1 Hyatt Hotels share in Q2 2024, an estimated $160.
  • TFO Wealth Partners first reported a position in Hyatt Hotels in Q2 2022 and held it in 8 quarters.
  • TFO Wealth Partners's Hyatt Hotels position peaked at $23K in Q3 2023.
  • 424 funds tracked by Wall St. Rank held Hyatt Hotels as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.