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Pacific Capital Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Pacific Capital Wealth Advisors’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
2024
Q4 		– Sell
-28
Closed -$6.45K – 438
2024
Q3 		$6.45K Sell
28
-38
-58% -$8.22K ﹤0.01% 338
2024
Q2 		$14.4K Buy
66
+43
+187% +$8.83K ﹤0.01% 274
2024
Q1 		$4.91K Buy
+23
New +$4.52K ﹤0.01% 317

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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Pacific Capital Wealth Advisors's HLT Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Hilton Worldwide (HLT) in Q4 2024, closing a stake of 28 shares — an estimated $6.45K sold.

Pacific Capital Wealth Advisors first reported a position in HLT in Q1 2024 and held it in 3 quarters. The position peaked at $14.4K in Q2 2024. 1,009 funds tracked by Wall St. Rank hold HLT as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Hilton Worldwide position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 28 Hilton Worldwide shares in Q4 2024, an estimated $6.45K.
  • Pacific Capital Wealth Advisors first reported a position in Hilton Worldwide in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Hilton Worldwide position peaked at $14.4K in Q2 2024.
  • 1,009 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.