VFA
WH icon

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 – 1835
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
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
GCM
Gates Capital Management New York $2.9B AUM 12.63% 1-Year Est. Return