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Global Wealth Management Investment Advisory’s Hilton Worldwide HLT Stock Holding History

Global Wealth Management Investment Advisory’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
2021
Q1 		– Sell
-15
Closed -$2K – 485
2020
Q4 		$2K Buy
+15
New +$1.49K ﹤0.01% 389
2020
Q3 		– Sell
-157
Closed -$12K – 515
2020
Q2 		$12K Buy
157
+90
+134% +$6.68K 0.01% 327
2020
Q1 		$5K Buy
+67
New +$6.53K ﹤0.01% 409

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Global Wealth Management Investment Advisory's HLT Position: Q1 2021 in Review

Global Wealth Management Investment Advisory sold out of Hilton Worldwide (HLT) in Q1 2021, closing a stake of 15 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in HLT in Q1 2020 and held it in 3 quarters. The position peaked at $12K in Q2 2020. 640 funds tracked by Wall St. Rank hold HLT as of Q1 2021.

  • Global Wealth Management Investment Advisory reported no remaining Hilton Worldwide position as of Q1 2021 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 15 Hilton Worldwide shares in Q1 2021, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in Hilton Worldwide in Q1 2020 and held it in 3 quarters.
  • Global Wealth Management Investment Advisory's Hilton Worldwide position peaked at $12K in Q2 2020.
  • 640 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2021.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2021, filed 17 May 2021.