CWM
HLT icon

Curi Wealth Management’s Hilton Worldwide HLT Stock Holding History

Curi 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
2022
Q3 		– Sell
-3
Closed – – 408
2022
Q2 		$0 Hold
3
– – ﹤0.01% 669
2022
Q1 		$0 Sell
3
-11
-79% -$1.62K ﹤0.01% 571
2021
Q4 		$2K Buy
+14
New +$2.02K ﹤0.01% 417
2021
Q1 		– Sell
-250
Closed -$27K – 262
2020
Q4 		$27K Buy
+250
New +$24.8K 0.02% 190

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

Curi Wealth Management's HLT Position: Q3 2022 in Review

Curi Wealth Management sold out of Hilton Worldwide (HLT) in Q3 2022, closing a stake of 3 shares.

Curi Wealth Management first reported a position in HLT in Q4 2020 and held it in 4 quarters. The position peaked at $27K in Q4 2020. 668 funds tracked by Wall St. Rank hold HLT as of Q3 2022.

  • Curi Wealth Management reported no remaining Hilton Worldwide position as of Q3 2022 after selling out during the quarter.
  • Curi Wealth Management sold 3 Hilton Worldwide shares in Q3 2022.
  • Curi Wealth Management first reported a position in Hilton Worldwide in Q4 2020 and held it in 4 quarters.
  • Curi Wealth Management's Hilton Worldwide position peaked at $27K in Q4 2020.
  • 668 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.