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Carolina Wealth Advisors’s Herbalife HLF Stock Holding History

Carolina Wealth Advisors’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
2025
Q1 		– Sell
-10,506
Closed -$70.3K – 296
2024
Q4 		$70.3K Sell
10,506
-310
-3% -$2.3K 0.04% 90
2024
Q3 		$77.8K Buy
+10,816
New +$99.6K 0.04% 89

Other funds holding HLF

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
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return

Carolina Wealth Advisors's HLF Position: Q1 2025 in Review

Carolina Wealth Advisors sold out of Herbalife (HLF) in Q1 2025, closing a stake of 10,506 shares — an estimated $70.3K sold.

Carolina Wealth Advisors first reported a position in HLF in Q3 2024 and held it in 2 quarters. The position peaked at $77.8K in Q3 2024. 214 funds tracked by Wall St. Rank hold HLF as of Q1 2025.

  • Carolina Wealth Advisors reported no remaining Herbalife position as of Q1 2025 after selling out during the quarter.
  • Carolina Wealth Advisors sold 10,506 Herbalife shares in Q1 2025, an estimated $70.3K.
  • Carolina Wealth Advisors first reported a position in Herbalife in Q3 2024 and held it in 2 quarters.
  • Carolina Wealth Advisors's Herbalife position peaked at $77.8K in Q3 2024.
  • 214 funds tracked by Wall St. Rank held Herbalife as of Q1 2025.

Based on Carolina Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.