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Financial Synergies Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Financial Synergies Wealth Advisors’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
Q2 		– Sell
-3
Closed -$640 – 228
2024
Q1 		$640 Hold
3
– – ﹤0.01% 444
2023
Q4 		$380 Hold
3
– – ﹤0.01% 397
2023
Q3 		$451 Hold
3
– – ﹤0.01% 449
2023
Q2 		$437 Hold
3
– – ﹤0.01% 446
2023
Q1 		$423 Hold
3
– – ﹤0.01% 431
2022
Q4 		$380 Hold
3
– – ﹤0.01% 397
2022
Q3 		$362 Hold
3
– – ﹤0.01% 390
2022
Q2 		$335 Buy
+3
New +$415 ﹤0.01% 430

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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Financial Synergies Wealth Advisors's HLT Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of Hilton Worldwide (HLT) in Q2 2024, closing a stake of 3 shares — an estimated $640 sold.

Financial Synergies Wealth Advisors first reported a position in HLT in Q2 2022 and held it in 8 quarters. The position peaked at $640 in Q1 2024. 890 funds tracked by Wall St. Rank hold HLT as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining Hilton Worldwide position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 3 Hilton Worldwide shares in Q2 2024, an estimated $640.
  • Financial Synergies Wealth Advisors first reported a position in Hilton Worldwide in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's Hilton Worldwide position peaked at $640 in Q1 2024.
  • 890 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.