Wealth Enhancement Advisory Services
H icon

Wealth Enhancement Advisory Services’s Hyatt Hotels H Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio H Stock Details H Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-2,375
Closed -$398K – 3721
2025
Q4 		$398K Buy
2,375
+127
+6% +$19.5K ﹤0.01% 2661
2025
Q3 		$325K Buy
2,248
+159
+8% +$22.8K ﹤0.01% 2715
2025
Q2 		$308K Buy
+2,089
New +$261K ﹤0.01% 2618
2025
Q1 		– Sell
-2,326
Closed -$365K – 3042
2024
Q4 		$365K Buy
2,326
+291
+14% +$45.2K ﹤0.01% 2218
2024
Q3 		$310K Buy
2,035
+321
+19% +$47.4K ﹤0.01% 2158
2024
Q2 		$260K Buy
+1,714
New +$257K ﹤0.01% 2080
2024
Q1 		– Sell
-1,640
Closed -$214K – 2522
2023
Q4 		$214K Buy
+1,640
New +$186K ﹤0.01% 2048

Other funds holding H

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VAM
Veritas Asset Management London, United Kingdom $5.9B AUM 3.19% 1-Year Est. Return