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EnRich Financial Partners’s Hilton Worldwide HLT Stock Holding History

EnRich Financial Partners’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
2024
Q3 		– Sell
-53
Closed -$11.6K – 237
2024
Q2 		$11.6K Buy
+53
New +$10.9K ﹤0.01% 169

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Principal Financial Group
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State Street
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PSCM
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Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

EnRich Financial Partners's HLT Position: Q3 2024 in Review

EnRich Financial Partners sold out of Hilton Worldwide (HLT) in Q3 2024, closing a stake of 53 shares — an estimated $11.6K sold.

EnRich Financial Partners first reported a position in HLT in Q2 2024 and held it in 1 quarter. The position peaked at $11.6K in Q2 2024. 914 funds tracked by Wall St. Rank hold HLT as of Q3 2024.

  • EnRich Financial Partners reported no remaining Hilton Worldwide position as of Q3 2024 after selling out during the quarter.
  • EnRich Financial Partners sold 53 Hilton Worldwide shares in Q3 2024, an estimated $11.6K.
  • EnRich Financial Partners first reported a position in Hilton Worldwide in Q2 2024 and held it in 1 quarter.
  • EnRich Financial Partners's Hilton Worldwide position peaked at $11.6K in Q2 2024.
  • 914 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2024.

Based on EnRich Financial Partners's 13F filing for Q3 2024, filed 7 Nov 2024.