TWP
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TFO Wealth Partners’s Wyndham Hotels & Resorts WH Stock Holding History

TFO Wealth Partners’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
-2
Closed -$154 – 746
2024
Q1 		$154 Hold
2
– – ﹤0.01% 557
2023
Q4 		$161 Hold
2
– – ﹤0.01% 706
2023
Q3 		$137 Hold
2
– – ﹤0.01% 928
2023
Q2 		$137 Hold
2
– – ﹤0.01% 600
2023
Q1 		$136 Sell
2
-1
-33% -$74 ﹤0.01% 581
2022
Q4 		$149 Buy
+3
New +$212 ﹤0.01% 685

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BlackRock
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Wellington Management Group
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Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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 $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
GCM
Gates Capital Management New York $4.16B AUM 21% 1-Year Est. Return

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

TFO Wealth Partners sold out of Wyndham Hotels & Resorts (WH) in Q2 2024, closing a stake of 2 shares — an estimated $154 sold.

TFO Wealth Partners first reported a position in WH in Q4 2022 and held it in 6 quarters. The position peaked at $161 in Q4 2023. 397 funds tracked by Wall St. Rank hold WH as of Q2 2024.

  • TFO Wealth Partners reported no remaining Wyndham Hotels & Resorts position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Wyndham Hotels & Resorts shares in Q2 2024, an estimated $154.
  • TFO Wealth Partners first reported a position in Wyndham Hotels & Resorts in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Wyndham Hotels & Resorts position peaked at $161 in Q4 2023.
  • 397 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2024.

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