APP
HLT icon

Avantax Planning Partners’s Hilton Worldwide HLT Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-79
Closed -$6K – 756
2018
Q1 		$6K Buy
+79
New +$6.49K ﹤0.01% 1262

Other funds holding HLT

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avantax Planning Partners's HLT Position: Q2 2018 in Review

Avantax Planning Partners sold out of Hilton Worldwide (HLT) in Q2 2018, closing a stake of 79 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in HLT in Q1 2018 and held it in 1 quarter. The position peaked at $6K in Q1 2018. 491 funds tracked by Wall St. Rank hold HLT as of Q2 2018.

  • Avantax Planning Partners reported no remaining Hilton Worldwide position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 79 Hilton Worldwide shares in Q2 2018, an estimated $6K.
  • Avantax Planning Partners first reported a position in Hilton Worldwide in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Hilton Worldwide position peaked at $6K in Q1 2018.
  • 491 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.