Wealth Enhancement Advisory Services
GBTG icon

Wealth Enhancement Advisory Services’s American Express Global Business Travel GBTG Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio GBTG Stock Details GBTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-10,023
Closed -$64.6K – 2514
2023
Q4 		$64.6K Buy
+10,023
New +$57.1K ﹤0.01% 2199

Other funds holding GBTG

AE
American Express New York $880M AUM 23.13% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
ZC
Zoom Communications San Jose, California $30.8M AUM 39.82% 1-Year Est. Return
DC
Dendur Capital New York $1.36B AUM 38.43% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CCM
Carronade Capital Management Darien, Connecticut $7.65B AUM 80.26% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wealth Enhancement Advisory Services's GBTG Position: Q1 2024 in Review

Wealth Enhancement Advisory Services sold out of American Express Global Business Travel (GBTG) in Q1 2024, closing a stake of 10,023 shares — an estimated $64.6K sold.

Wealth Enhancement Advisory Services first reported a position in GBTG in Q4 2023 and held it in 1 quarter. The position peaked at $64.6K in Q4 2023. 65 funds tracked by Wall St. Rank hold GBTG as of Q1 2024.

  • Wealth Enhancement Advisory Services reported no remaining American Express Global Business Travel position as of Q1 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,023 American Express Global Business Travel shares in Q1 2024, an estimated $64.6K.
  • Wealth Enhancement Advisory Services first reported a position in American Express Global Business Travel in Q4 2023 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's American Express Global Business Travel position peaked at $64.6K in Q4 2023.
  • 65 funds tracked by Wall St. Rank held American Express Global Business Travel as of Q1 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2024, filed 15 Apr 2024.