Lake Point Wealth Management’s Hilton Worldwide HLT Stock Holding History

Lake Point 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
2022 Q2	$9K	Hold	82	–	–	0.01%	162
2022 Q1	$12K	Hold	82	–	–	0.01%	144
2021 Q4	$13K	Hold	82	–	–	0.01%	147
2021 Q3	$11K	Sell	82 -19	-19%	-$2.4K	0.01%	153
2021 Q2	$12K	Buy	+101	New	+$12.6K	0.01%	155

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lake Point Wealth Management's HLT Position: Q2 2022 in Review

Lake Point Wealth Management held its Hilton Worldwide (HLT) position steady in Q2 2022 at 82 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #162.

Lake Point Wealth Management first reported a position in HLT in Q2 2021 and has held it in 5 quarters since. The position peaked at $13K in Q4 2021. 689 funds tracked by Wall St. Rank hold HLT as of Q2 2022.

Lake Point Wealth Management held 82 shares of Hilton Worldwide worth $9K as of Q2 2022.
Lake Point Wealth Management left its Hilton Worldwide share count unchanged in Q2 2022.
Hilton Worldwide made up 0.01% of Lake Point Wealth Management's portfolio in Q2 2022, its #162 holding.
Lake Point Wealth Management first reported a position in Hilton Worldwide in Q2 2021 and has held it in 5 quarters since.
Lake Point Wealth Management's Hilton Worldwide position peaked at $13K in Q4 2021.
689 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2022.

Based on Lake Point Wealth Management's 13F filing for Q2 2022, filed 19 Jul 2022.