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Wetzel Investment Advisors’s Wyndham Hotels & Resorts WH Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-25
Closed -$1.92K – 891
2024
Q2 		$1.92K Sell
25
-114
-82% -$8.21K ﹤0.01% 756
2024
Q1 		$9.63K Buy
139
+24
+21% +$1.88K 0.01% 541
2023
Q4 		$9K Buy
+115
New +$8.65K 0.01% 564

Other funds holding WH

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wetzel Investment Advisors's WH Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Wyndham Hotels & Resorts (WH) in Q3 2024, closing a stake of 25 shares — an estimated $1.92K sold.

Wetzel Investment Advisors first reported a position in WH in Q4 2023 and held it in 3 quarters. The position peaked at $9.63K in Q1 2024. 403 funds tracked by Wall St. Rank hold WH as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Wyndham Hotels & Resorts position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 25 Wyndham Hotels & Resorts shares in Q3 2024, an estimated $1.92K.
  • Wetzel Investment Advisors first reported a position in Wyndham Hotels & Resorts in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Wyndham Hotels & Resorts position peaked at $9.63K in Q1 2024.
  • 403 funds tracked by Wall St. Rank held Wyndham Hotels & Resorts as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.