CFFP
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Center for Financial Planning’s Hilton Worldwide HLT Stock Holding History

Center for Financial Planning’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
2022
Q3 		– Sell
-3
Closed – – 658
2022
Q2 		$0 Sell
3
-3
-50% -$415 ﹤0.01% 548
2022
Q1 		$1K Hold
6
– – ﹤0.01% 504
2021
Q4 		$1K Buy
+6
New +$864 ﹤0.01% 510

Other funds holding HLT

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Center for Financial Planning's HLT Position: Q3 2022 in Review

Center for Financial Planning sold out of Hilton Worldwide (HLT) in Q3 2022, closing a stake of 3 shares.

Center for Financial Planning first reported a position in HLT in Q4 2021 and held it in 3 quarters. The position peaked at $1K in Q1 2022. 668 funds tracked by Wall St. Rank hold HLT as of Q3 2022.

  • Center for Financial Planning reported no remaining Hilton Worldwide position as of Q3 2022 after selling out during the quarter.
  • Center for Financial Planning sold 3 Hilton Worldwide shares in Q3 2022.
  • Center for Financial Planning first reported a position in Hilton Worldwide in Q4 2021 and held it in 3 quarters.
  • Center for Financial Planning's Hilton Worldwide position peaked at $1K in Q1 2022.
  • 668 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.