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Modera Wealth Management’s Hilton Worldwide HLT Stock Holding History

Modera 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
Q1 		– Sell
-1,395
Closed -$218K – 462
2021
Q4 		$218K Buy
+1,395
New +$201K 0.01% 538

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Modera Wealth Management's HLT Position: Q1 2022 in Review

Modera Wealth Management sold out of Hilton Worldwide (HLT) in Q1 2022, closing a stake of 1,395 shares — an estimated $218K sold.

Modera Wealth Management first reported a position in HLT in Q4 2021 and held it in 1 quarter. The position peaked at $218K in Q4 2021. 701 funds tracked by Wall St. Rank hold HLT as of Q1 2022.

  • Modera Wealth Management reported no remaining Hilton Worldwide position as of Q1 2022 after selling out during the quarter.
  • Modera Wealth Management sold 1,395 Hilton Worldwide shares in Q1 2022, an estimated $218K.
  • Modera Wealth Management first reported a position in Hilton Worldwide in Q4 2021 and held it in 1 quarter.
  • Modera Wealth Management's Hilton Worldwide position peaked at $218K in Q4 2021.
  • 701 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2022.

Based on Modera Wealth Management's 13F filing for Q1 2022, filed 3 May 2022.