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Patriot Financial Group Insurance Agency’s Herbalife HLF Stock Holding History

Patriot Financial Group Insurance Agency’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
2020
Q4 		– Sell
-2
Closed – – 1903
2020
Q3 		$0 Hold
2
– – ﹤0.01% 1742
2020
Q2 		$0 Buy
+2
New +$78 ﹤0.01% 1728
2019
Q4 		– Sell
-4
Closed – – 1372
2019
Q3 		$0 Hold
4
– – ﹤0.01% 1375
2019
Q2 		$1K Hold
4
– – ﹤0.01% 1247
2019
Q1 		$0 Buy
+4
New +$230 ﹤0.01% 1256

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ROIC
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Patriot Financial Group Insurance Agency's HLF Position: Q4 2020 in Review

Patriot Financial Group Insurance Agency sold out of Herbalife (HLF) in Q4 2020, closing a stake of 2 shares.

Patriot Financial Group Insurance Agency first reported a position in HLF in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2019. 253 funds tracked by Wall St. Rank hold HLF as of Q4 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Herbalife position as of Q4 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 2 Herbalife shares in Q4 2020.
  • Patriot Financial Group Insurance Agency first reported a position in Herbalife in Q1 2019 and held it in 5 quarters.
  • Patriot Financial Group Insurance Agency's Herbalife position peaked at $1K in Q2 2019.
  • 253 funds tracked by Wall St. Rank held Herbalife as of Q4 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2020, filed 15 Jan 2021.