JWA
HLF icon

JFS Wealth Advisors’s Herbalife HLF Stock Holding History

JFS Wealth Advisors’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
Q2 		– Sell
-10
Closed -$101 – 2015
2024
Q1 		$101 Sell
10
-64
-86% -$688 ﹤0.01% 1950
2023
Q4 		$1.13K Buy
74
+60
+429% +$829 ﹤0.01% 1629
2023
Q3 		$196 Sell
14
-39
-74% -$590 ﹤0.01% 1865
2023
Q2 		$702 Sell
53
-14
-21% -$191 ﹤0.01% 1699
2023
Q1 		$1.08K Buy
67
+39
+139% +$690 ﹤0.01% 1562
2022
Q4 		$417 Sell
28
-58
-67% -$1.01K ﹤0.01% 1761
2022
Q3 		$2K Buy
86
+76
+760% +$1.88K ﹤0.01% 1332
2022
Q2 		$0 Sell
10
-7
-41% -$173 ﹤0.01% 1822
2022
Q1 		$1K Sell
17
-6
-26% -$235 ﹤0.01% 1649
2021
Q4 		$1K Buy
+23
New +$957 ﹤0.01% 1392

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 $10.1B AUM 10.46% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JFS Wealth Advisors's HLF Position: Q2 2024 in Review

JFS Wealth Advisors sold out of Herbalife (HLF) in Q2 2024, closing a stake of 10 shares — an estimated $101 sold.

JFS Wealth Advisors first reported a position in HLF in Q4 2021 and held it in 10 quarters. The position peaked at $2K in Q3 2022. 180 funds tracked by Wall St. Rank hold HLF as of Q2 2024.

  • JFS Wealth Advisors reported no remaining Herbalife position as of Q2 2024 after selling out during the quarter.
  • JFS Wealth Advisors sold 10 Herbalife shares in Q2 2024, an estimated $101.
  • JFS Wealth Advisors first reported a position in Herbalife in Q4 2021 and held it in 10 quarters.
  • JFS Wealth Advisors's Herbalife position peaked at $2K in Q3 2022.
  • 180 funds tracked by Wall St. Rank held Herbalife as of Q2 2024.

Based on JFS Wealth Advisors's 13F filing for Q2 2024, filed 15 Jul 2024.