AWE
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Avidian Wealth Enterprises’s Herbalife HLF Stock Holding History

Avidian Wealth Enterprises’s Portfolio HLF Stock Details HLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-9,110
Closed -$434K – 227
2019
Q4 		$434K Buy
+9,110
New +$395K 0.06% 132

Other funds holding HLF

IC
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Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
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
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return
CCM
Candlestick Capital Management Greenwich, Connecticut $4.12B AUM 50.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Avidian Wealth Enterprises's HLF Position: Q1 2020 in Review

Avidian Wealth Enterprises sold out of Herbalife (HLF) in Q1 2020, closing a stake of 9,110 shares — an estimated $434K sold.

Avidian Wealth Enterprises first reported a position in HLF in Q4 2019 and held it in 1 quarter. The position peaked at $434K in Q4 2019. 195 funds tracked by Wall St. Rank hold HLF as of Q1 2020.

  • Avidian Wealth Enterprises reported no remaining Herbalife position as of Q1 2020 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 9,110 Herbalife shares in Q1 2020, an estimated $434K.
  • Avidian Wealth Enterprises first reported a position in Herbalife in Q4 2019 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Herbalife position peaked at $434K in Q4 2019.
  • 195 funds tracked by Wall St. Rank held Herbalife as of Q1 2020.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2020, filed 22 Apr 2020.