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Liberty Wealth Management’s Hilton Worldwide HLT Stock Holding History

Liberty 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
2021
Q4 		– Sell
-91
Closed -$13K – 568
2021
Q3 		$13K Buy
91
+11
+14% +$1.39K ﹤0.01% 758
2021
Q2 		$10K Buy
80
+69
+627% +$8.62K ﹤0.01% 651
2021
Q1 		$1K Hold
11
– – ﹤0.01% 867
2020
Q4 		$1K Buy
+11
New +$1.09K ﹤0.01% 866
2019
Q4 		– Sell
-430
Closed -$40K – 932
2019
Q3 		$40K Sell
430
-14
-3% -$1.33K 0.04% 266
2019
Q2 		$43K Sell
444
-12
-3% -$1.09K 0.04% 271
2019
Q1 		$37K Buy
+456
New +$35.7K 0.03% 246

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Liberty Wealth Management's HLT Position: Q4 2021 in Review

Liberty Wealth Management sold out of Hilton Worldwide (HLT) in Q4 2021, closing a stake of 91 shares — an estimated $13K sold.

Liberty Wealth Management first reported a position in HLT in Q1 2019 and held it in 7 quarters. The position peaked at $43K in Q2 2019. 689 funds tracked by Wall St. Rank hold HLT as of Q4 2021.

  • Liberty Wealth Management reported no remaining Hilton Worldwide position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 91 Hilton Worldwide shares in Q4 2021, an estimated $13K.
  • Liberty Wealth Management first reported a position in Hilton Worldwide in Q1 2019 and held it in 7 quarters.
  • Liberty Wealth Management's Hilton Worldwide position peaked at $43K in Q2 2019.
  • 689 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.