Ownership history in Activest Wealth Management Β· 9 quarters on record
This page tracks every 13F SEC filing in which Activest Wealth Management reported a position in WYNN RESORTS LTD (WYNN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Activest Wealth Management underperformed the S&P 500 by β35.9% annually on this WYNN position. Timing score: 60% (3/5 decisions correct). Average cost basis: $83.31. Maximum drawdown during holding period: β33.0%.
β Significantly underperformed the S&P 500 by 35.9% ann.
4 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
3 of 5 add/trim decisions correct
Best entry: $82.20 (2021 Q3) Β· Worst: $127.73 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 2 trims. Bought during 1 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size