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Ashton Thomas Private Wealth’s Haleon HLN Stock Holding History

Ashton Thomas Private Wealth’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-106
Closed -$876 – 1145
2024
Q2 		$876 Buy
+106
New +$886 ﹤0.01% 1868

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ashton Thomas Private Wealth's HLN Position: Q3 2024 in Review

Ashton Thomas Private Wealth sold out of Haleon (HLN) in Q3 2024, closing a stake of 106 shares — an estimated $876 sold.

Ashton Thomas Private Wealth first reported a position in HLN in Q2 2024 and held it in 1 quarter. The position peaked at $876 in Q2 2024. 587 funds tracked by Wall St. Rank hold HLN as of Q3 2024.

  • Ashton Thomas Private Wealth reported no remaining Haleon position as of Q3 2024 after selling out during the quarter.
  • Ashton Thomas Private Wealth sold 106 Haleon shares in Q3 2024, an estimated $876.
  • Ashton Thomas Private Wealth first reported a position in Haleon in Q2 2024 and held it in 1 quarter.
  • Ashton Thomas Private Wealth's Haleon position peaked at $876 in Q2 2024.
  • 587 funds tracked by Wall St. Rank held Haleon as of Q3 2024.

Based on Ashton Thomas Private Wealth's 13F filing for Q3 2024, filed 5 Nov 2024.