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Realta Investment Advisors’s Hilton Worldwide HLT Stock Holding History

Realta Investment 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
Q3 		– Sell
-2,248
Closed -$491K – 519
2024
Q2 		$491K Buy
+2,248
New +$462K 0.1% 227
2020
Q1 		– Sell
-500
Closed -$53K – 757
2019
Q4 		$53K Hold
500
– – 0.01% 646
2019
Q3 		$47K Hold
500
– – 0.01% 693
2019
Q2 		$49K Hold
500
– – 0.01% 673
2019
Q1 		$42K Buy
+500
New +$39.1K 0.02% 586

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
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Realta Investment Advisors's HLT Position: Q3 2024 in Review

Realta Investment Advisors sold out of Hilton Worldwide (HLT) in Q3 2024, closing a stake of 2,248 shares — an estimated $491K sold.

Realta Investment Advisors first reported a position in HLT in Q1 2019 and held it in 5 quarters. The position peaked at $491K in Q2 2024. 914 funds tracked by Wall St. Rank hold HLT as of Q3 2024.

  • Realta Investment Advisors reported no remaining Hilton Worldwide position as of Q3 2024 after selling out during the quarter.
  • Realta Investment Advisors sold 2,248 Hilton Worldwide shares in Q3 2024, an estimated $491K.
  • Realta Investment Advisors first reported a position in Hilton Worldwide in Q1 2019 and held it in 5 quarters.
  • Realta Investment Advisors's Hilton Worldwide position peaked at $491K in Q2 2024.
  • 914 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2024.

Based on Realta Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.