FW
HLF icon

FirstPurpose Wealth’s Herbalife HLF Stock Holding History

FirstPurpose Wealth’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
2024
Q1 		$516K Buy
+59,955
New +$645K 0.19% 96
2023
Q4 		– Sell
-10,406
Closed -$146K – 220
2023
Q3 		$146K Hold
10,406
– – 0.06% 192
2023
Q2 		$138K Buy
+10,406
New +$142K 0.06% 192

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

FirstPurpose Wealth's HLF Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in Herbalife (HLF) in Q1 2024: 59,955 shares worth $516K. The stake represents 0.19% of the portfolio and ranks #96 among its holdings. This is a return to the name: FirstPurpose Wealth previously reported a position in HLF as recently as Q3 2023.

FirstPurpose Wealth first reported a position in HLF in Q2 2023 and has held it in 3 quarters since. 185 funds tracked by Wall St. Rank hold HLF as of Q1 2024.

  • FirstPurpose Wealth held 59,955 shares of Herbalife worth $516K as of Q1 2024.
  • Herbalife was a new FirstPurpose Wealth position in Q1 2024.
  • Herbalife made up 0.19% of FirstPurpose Wealth's portfolio in Q1 2024, its #96 holding.
  • FirstPurpose Wealth first reported a position in Herbalife in Q2 2023 and has held it in 3 quarters since.
  • 185 funds tracked by Wall St. Rank held Herbalife as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.