BHWM
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Bay Harbor Wealth Management’s Herbalife HLF Stock Holding History

Bay Harbor 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
2021
Q1 		– Sell
-143
Closed -$7K – 304
2020
Q4 		$7K Buy
+143
New +$6.9K ﹤0.01% 258

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Icahn Carl
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ROIC
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ACM
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BlackRock
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DVI
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return

Bay Harbor Wealth Management's HLF Position: Q1 2021 in Review

Bay Harbor Wealth Management sold out of Herbalife (HLF) in Q1 2021, closing a stake of 143 shares — an estimated $7K sold.

Bay Harbor Wealth Management first reported a position in HLF in Q4 2020 and held it in 1 quarter. The position peaked at $7K in Q4 2020. 244 funds tracked by Wall St. Rank hold HLF as of Q1 2021.

  • Bay Harbor Wealth Management reported no remaining Herbalife position as of Q1 2021 after selling out during the quarter.
  • Bay Harbor Wealth Management sold 143 Herbalife shares in Q1 2021, an estimated $7K.
  • Bay Harbor Wealth Management first reported a position in Herbalife in Q4 2020 and held it in 1 quarter.
  • Bay Harbor Wealth Management's Herbalife position peaked at $7K in Q4 2020.
  • 244 funds tracked by Wall St. Rank held Herbalife as of Q1 2021.

Based on Bay Harbor Wealth Management's 13F filing for Q1 2021, filed 5 May 2021.