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Private Wealth Management Group’s Herbalife HLF Stock Holding History

Private 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
2024
Q1 		– Sell
-29
Closed -$443 – 1542
2023
Q4 		$443 Buy
+29
New +$401 ﹤0.01% 1479

Other funds holding HLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Private Wealth Management Group's HLF Position: Q1 2024 in Review

Private Wealth Management Group sold out of Herbalife (HLF) in Q1 2024, closing a stake of 29 shares — an estimated $443 sold.

Private Wealth Management Group first reported a position in HLF in Q4 2023 and held it in 1 quarter. The position peaked at $443 in Q4 2023. 185 funds tracked by Wall St. Rank hold HLF as of Q1 2024.

  • Private Wealth Management Group reported no remaining Herbalife position as of Q1 2024 after selling out during the quarter.
  • Private Wealth Management Group sold 29 Herbalife shares in Q1 2024, an estimated $443.
  • Private Wealth Management Group first reported a position in Herbalife in Q4 2023 and held it in 1 quarter.
  • Private Wealth Management Group's Herbalife position peaked at $443 in Q4 2023.
  • 185 funds tracked by Wall St. Rank held Herbalife as of Q1 2024.

Based on Private Wealth Management Group's 13F filing for Q1 2024, filed 30 Apr 2024.