Valeo Financial Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Valeo Financial 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
2021 Q2	–	Sell	-1,508	Closed	-$105K	–	1829
2021 Q1	$105K	Buy	1,508 +9	+0.6%	+$575	﹤0.01%	602
2020 Q4	$89K	Buy	1,499 +1,459	+3,648%	+$78.7K	﹤0.01%	608
2020 Q3	$2K	Hold	40	–	–	﹤0.01%	1438
2020 Q2	$2K	Hold	40	–	–	﹤0.01%	1808
2020 Q1	$1K	Sell	40 -36	-47%	-$1.83K	﹤0.01%	1735
2019 Q4	$5K	Sell	76 -47	-38%	-$2.61K	﹤0.01%	1303
2019 Q3	$6K	Hold	123	–	–	﹤0.01%	1175
2019 Q2	$7K	Hold	123	–	–	﹤0.01%	1130
2019 Q1	$6K	Hold	123	–	–	﹤0.01%	1120
2018 Q4	$6K	Sell	123 -44	-26%	-$2.13K	﹤0.01%	1040
2018 Q3	$8K	Sell	167 -524	-76%	-$30K	﹤0.01%	1059
2018 Q2	$39K	Buy	+691	New	+$42.5K	0.01%	601

Other funds holding WH

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

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

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

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

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

JSP

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

GCM

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

Valeo Financial Advisors's WH Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Wyndham Hotels & Resorts (WH) in Q2 2021, closing a stake of 1,508 shares — an estimated $105K sold.

Valeo Financial Advisors first reported a position in WH in Q2 2018 and held it in 12 quarters. The position peaked at $105K in Q1 2021. 365 funds tracked by Wall St. Rank hold WH as of Q2 2021.

Valeo Financial Advisors reported no remaining Wyndham Hotels & Resorts position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 1,508 Wyndham Hotels & Resorts shares in Q2 2021, an estimated $105K.
Valeo Financial Advisors first reported a position in Wyndham Hotels & Resorts in Q2 2018 and held it in 12 quarters.
Valeo Financial Advisors's Wyndham Hotels & Resorts position peaked at $105K in Q1 2021.
365 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.