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ICA Group Wealth Management’s Hilton Worldwide HLT Stock Holding History

ICA Group Wealth Management’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
2023
Q3 		– Sell
-120
Closed -$17.5K – 647
2023
Q2 		$17.5K Hold
120
– – ﹤0.01% 723
2023
Q1 		$16.9K Hold
120
– – ﹤0.01% 704
2022
Q4 		$15.2K Buy
+120
New +$15.8K ﹤0.01% 741

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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

ICA Group Wealth Management's HLT Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Hilton Worldwide (HLT) in Q3 2023, closing a stake of 120 shares — an estimated $17.5K sold.

ICA Group Wealth Management first reported a position in HLT in Q4 2022 and held it in 3 quarters. The position peaked at $17.5K in Q2 2023. 733 funds tracked by Wall St. Rank hold HLT as of Q3 2023.

  • ICA Group Wealth Management reported no remaining Hilton Worldwide position as of Q3 2023 after selling out during the quarter.
  • ICA Group Wealth Management sold 120 Hilton Worldwide shares in Q3 2023, an estimated $17.5K.
  • ICA Group Wealth Management first reported a position in Hilton Worldwide in Q4 2022 and held it in 3 quarters.
  • ICA Group Wealth Management's Hilton Worldwide position peaked at $17.5K in Q2 2023.
  • 733 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.