Xcel Wealth Management’s Wynn Resorts WYNN Stock Holding History

Xcel Wealth Management’s Portfolio WYNN Stock Details WYNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-2,030	Closed	-$208K	–	130
2024 Q1	$208K	Buy	+2,030	New	+$201K	0.06%	123
2023 Q3	–	Sell	-5,365	Closed	-$567K	–	136
2023 Q2	$567K	Sell	5,365 -470	-8%	-$50.4K	0.18%	85
2023 Q1	$653K	Sell	5,835 -955	-14%	-$99.9K	0.23%	74
2022 Q4	$560K	Sell	6,790 -1,700	-20%	-$124K	0.22%	74
2022 Q3	$535K	Sell	8,490 -9,865	-54%	-$615K	0.2%	75
2022 Q2	$1.05M	Sell	18,355 -20,700	-53%	-$1.37M	0.38%	55
2022 Q1	$3.11M	Buy	39,055 +3,145	+9%	+$265K	0.85%	36
2021 Q4	$3.05M	Sell	35,910 -2,660	-7%	-$236K	0.79%	38
2021 Q3	$3.27M	Buy	38,570 +19,695	+104%	+$1.94M	0.95%	31
2021 Q2	$2.31M	Buy	18,875 +15,670	+489%	+$2M	0.7%	41
2021 Q1	$402K	Hold	3,205	–	–	0.14%	97
2020 Q4	$361K	Buy	+3,205	New	+$296K	0.16%	92

Other funds holding WYNN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Xcel Wealth Management's WYNN Position: Q2 2024 in Review

Xcel Wealth Management sold out of Wynn Resorts (WYNN) in Q2 2024, closing a stake of 2,030 shares — an estimated $208K sold.

Xcel Wealth Management first reported a position in WYNN in Q4 2020 and held it in 12 quarters. The position peaked at $3.27M in Q3 2021. 556 funds tracked by Wall St. Rank hold WYNN as of Q2 2024.

Xcel Wealth Management reported no remaining Wynn Resorts position as of Q2 2024 after selling out during the quarter.
Xcel Wealth Management sold 2,030 Wynn Resorts shares in Q2 2024, an estimated $208K.
Xcel Wealth Management first reported a position in Wynn Resorts in Q4 2020 and held it in 12 quarters.
Xcel Wealth Management's Wynn Resorts position peaked at $3.27M in Q3 2021.
556 funds tracked by Wall St. Rank held Wynn Resorts as of Q2 2024.

Based on Xcel Wealth Management's 13F filing for Q2 2024, filed 23 Jul 2024.