9WM
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9258 Wealth Management’s Hilton Worldwide HLT Stock Holding History

9258 Wealth Management’s Portfolio HLT Stock Details HLT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,025
Closed -$224K – 359
2024
Q2 		$224K Buy
1,025
+4
+0.4% +$822 0.03% 313
2024
Q1 		$218K Buy
+1,021
New +$201K 0.03% 320

Other funds holding HLT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

9258 Wealth Management's HLT Position: Q3 2024 in Review

9258 Wealth Management sold out of Hilton Worldwide (HLT) in Q3 2024, closing a stake of 1,025 shares — an estimated $224K sold.

9258 Wealth Management first reported a position in HLT in Q1 2024 and held it in 2 quarters. The position peaked at $224K in Q2 2024. 914 funds tracked by Wall St. Rank hold HLT as of Q3 2024.

  • 9258 Wealth Management reported no remaining Hilton Worldwide position as of Q3 2024 after selling out during the quarter.
  • 9258 Wealth Management sold 1,025 Hilton Worldwide shares in Q3 2024, an estimated $224K.
  • 9258 Wealth Management first reported a position in Hilton Worldwide in Q1 2024 and held it in 2 quarters.
  • 9258 Wealth Management's Hilton Worldwide position peaked at $224K in Q2 2024.
  • 914 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.