Prestige Wealth Management Group’s Herbalife HLF Stock Holding History

Prestige Wealth Management Group’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
2022 Q2	–	Sell	-72	Closed	-$2K	–	1009
2022 Q1	$2K	Hold	72	–	–	﹤0.01%	770
2021 Q4	$3K	Hold	72	–	–	﹤0.01%	725
2021 Q3	$3K	Hold	72	–	–	﹤0.01%	729
2021 Q2	$4K	Hold	72	–	–	﹤0.01%	677
2021 Q1	$3K	Hold	72	–	–	﹤0.01%	720
2020 Q4	$3K	Hold	72	–	–	﹤0.01%	690
2020 Q3	$3K	Hold	72	–	–	﹤0.01%	620
2020 Q2	$3K	Hold	72	–	–	﹤0.01%	608
2020 Q1	$2K	Buy	+72	New	+$2.68K	﹤0.01%	639
2019 Q1	–	Sell	-72	Closed	-$4K	–	776
2018 Q4	$4K	Buy	+72	New	+$3.97K	﹤0.01%	648

Other funds holding HLF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

ACM

Alua Capital Management New York $103M AUM 11.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BCM

Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prestige Wealth Management Group's HLF Position: Q2 2022 in Review

Prestige Wealth Management Group sold out of Herbalife (HLF) in Q2 2022, closing a stake of 72 shares — an estimated $2K sold.

Prestige Wealth Management Group first reported a position in HLF in Q4 2018 and held it in 10 quarters. The position peaked at $4K in Q2 2021. 204 funds tracked by Wall St. Rank hold HLF as of Q2 2022.

Prestige Wealth Management Group reported no remaining Herbalife position as of Q2 2022 after selling out during the quarter.
Prestige Wealth Management Group sold 72 Herbalife shares in Q2 2022, an estimated $2K.
Prestige Wealth Management Group first reported a position in Herbalife in Q4 2018 and held it in 10 quarters.
Prestige Wealth Management Group's Herbalife position peaked at $4K in Q2 2021.
204 funds tracked by Wall St. Rank held Herbalife as of Q2 2022.

Based on Prestige Wealth Management Group's 13F filing for Q2 2022, filed 10 Aug 2022.