Avior Wealth Management’s Hilton Worldwide HLT Stock Holding History

Avior 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
2025 Q1	–	Sell	-273	Closed	-$67.5K	–	1441
2024 Q4	$67.5K	Sell	273 -1	-0.4%	-$245	﹤0.01%	1041
2024 Q3	$63.2K	Sell	274 -14	-5%	-$3.03K	﹤0.01%	1036
2024 Q2	$62.8K	Sell	288 -233	-45%	-$47.9K	﹤0.01%	1013
2024 Q1	$111K	Buy	521 +457	+714%	+$89.9K	0.01%	922
2023 Q4	$11.7K	Sell	64 -81	-56%	-$13.2K	﹤0.01%	968
2023 Q3	$21.8K	Buy	145 +18	+14%	+$2.72K	﹤0.01%	926
2023 Q2	$18.5K	Hold	127	–	–	﹤0.01%	943
2023 Q1	$17.9K	Buy	127 +52	+69%	+$7.32K	﹤0.01%	965
2022 Q4	$9.5K	Hold	75	–	–	﹤0.01%	863
2022 Q3	$9K	Hold	75	–	–	﹤0.01%	865
2022 Q2	$8K	Hold	75	–	–	﹤0.01%	800
2022 Q1	$11K	Hold	75	–	–	﹤0.01%	817
2021 Q4	$11K	Hold	75	–	–	﹤0.01%	789
2021 Q3	$9K	Hold	75	–	–	﹤0.01%	777
2021 Q2	$9K	Hold	75	–	–	﹤0.01%	761
2021 Q1	$9K	Hold	75	–	–	﹤0.01%	770
2020 Q4	$8K	Hold	75	–	–	﹤0.01%	737
2020 Q3	$6K	Hold	75	–	–	﹤0.01%	733
2020 Q2	$5K	Buy	+75	New	+$5.57K	﹤0.01%	722

Other funds holding HLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Avior Wealth Management's HLT Position: Q1 2025 in Review

Avior Wealth Management sold out of Hilton Worldwide (HLT) in Q1 2025, closing a stake of 273 shares — an estimated $67.5K sold.

Avior Wealth Management first reported a position in HLT in Q2 2020 and held it in 19 quarters. The position peaked at $111K in Q1 2024. 1,011 funds tracked by Wall St. Rank hold HLT as of Q1 2025.

Avior Wealth Management reported no remaining Hilton Worldwide position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 273 Hilton Worldwide shares in Q1 2025, an estimated $67.5K.
Avior Wealth Management first reported a position in Hilton Worldwide in Q2 2020 and held it in 19 quarters.
Avior Wealth Management's Hilton Worldwide position peaked at $111K in Q1 2024.
1,011 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.