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Walled Lake Planning & Wealth Management’s Wyndham Hotels & Resorts WH Stock Holding History

Walled Lake Planning & Wealth Management’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
2020
Q3 		– Sell
-171
Closed -$7K – 367
2020
Q2 		$7K Buy
171
+1
+0.6% +$41 0.01% 232
2020
Q1 		$5K Buy
170
+1
+0.6% +$51 ﹤0.01% 236
2019
Q4 		$11K Buy
+169
New +$9.39K 0.01% 197

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BlackRock
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Boston Partners
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
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return

Walled Lake Planning & Wealth Management's WH Position: Q3 2020 in Review

Walled Lake Planning & Wealth Management sold out of Wyndham Hotels & Resorts (WH) in Q3 2020, closing a stake of 171 shares — an estimated $7K sold.

Walled Lake Planning & Wealth Management first reported a position in WH in Q4 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 353 funds tracked by Wall St. Rank hold WH as of Q3 2020.

  • Walled Lake Planning & Wealth Management reported no remaining Wyndham Hotels & Resorts position as of Q3 2020 after selling out during the quarter.
  • Walled Lake Planning & Wealth Management sold 171 Wyndham Hotels & Resorts shares in Q3 2020, an estimated $7K.
  • Walled Lake Planning & Wealth Management first reported a position in Wyndham Hotels & Resorts in Q4 2019 and held it in 3 quarters.
  • Walled Lake Planning & Wealth Management's Wyndham Hotels & Resorts position peaked at $11K in Q4 2019.
  • 353 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2020.

Based on Walled Lake Planning & Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.