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Avior Wealth Management’s Herbalife HLF Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-20
Closed -$201 – 2901
2024
Q1 		$201 Buy
+20
New +$215 ﹤0.01% 2872

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Avior Wealth Management's HLF Position: Q2 2024 in Review

Avior Wealth Management sold out of Herbalife (HLF) in Q2 2024, closing a stake of 20 shares — an estimated $201 sold.

Avior Wealth Management first reported a position in HLF in Q1 2024 and held it in 1 quarter. The position peaked at $201 in Q1 2024. 180 funds tracked by Wall St. Rank hold HLF as of Q2 2024.

  • Avior Wealth Management reported no remaining Herbalife position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 20 Herbalife shares in Q2 2024, an estimated $201.
  • Avior Wealth Management first reported a position in Herbalife in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Herbalife position peaked at $201 in Q1 2024.
  • 180 funds tracked by Wall St. Rank held Herbalife as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.