Heritage Wealth Management (Arizona)’s Hilton Worldwide HLT Stock Holding History

Heritage Wealth Management (Arizona)’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 Q4	$127K	Buy	1,006 +503	+100%	+$66.3K	0.02%	384
2022 Q3	$61K	Hold	503	–	–	0.02%	378
2022 Q2	$56.1K	Hold	503	–	–	0.02%	400
2022 Q1	$76K	Buy	+503	New	+$74.2K	0.02%	407
2021 Q3	$66K	Hold	503	–	–	0.02%	413
2021 Q2	$61K	Hold	503	–	–	0.02%	430
2021 Q1	$61K	Buy	+503	New	+$58.1K	0.03%	340

Other funds holding HLT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HLT Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Hilton Worldwide (HLT) stake by 100% in Q4 2022, buying an estimated $66.3K and bringing the position to 1,006 shares worth $127K. The position accounts for 0.02% of the portfolio, ranked #384.

Heritage Wealth Management (Arizona) first reported a position in HLT in Q1 2021 and has held it in 7 quarters since. 726 funds tracked by Wall St. Rank hold HLT as of Q4 2022.

Heritage Wealth Management (Arizona) held 1,006 shares of Hilton Worldwide worth $127K as of Q4 2022.
Heritage Wealth Management (Arizona) bought 503 Hilton Worldwide shares in Q4 2022, an estimated $66.3K.
Hilton Worldwide made up 0.02% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #384 holding.
Heritage Wealth Management (Arizona) first reported a position in Hilton Worldwide in Q1 2021 and has held it in 7 quarters since.
726 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.