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Regent Peak Wealth Advisors’s Herbalife HLF Stock Holding History

Regent Peak Wealth Advisors’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
2021
Q1 		– Sell
-10
Closed – – 508
2020
Q4 		$0 Buy
+10
New +$483 ﹤0.01% 1089

Other funds holding HLF

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
ACM
Alua Capital Management New York $1.13B AUM 8.41% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
BCM
Bronte Capital Management Bondi Junction, Australia $1.01B AUM 47.99% 1-Year Est. Return

Regent Peak Wealth Advisors's HLF Position: Q1 2021 in Review

Regent Peak Wealth Advisors sold out of Herbalife (HLF) in Q1 2021, closing a stake of 10 shares.

Regent Peak Wealth Advisors first reported a position in HLF in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 244 funds tracked by Wall St. Rank hold HLF as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Herbalife position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 10 Herbalife shares in Q1 2021.
  • Regent Peak Wealth Advisors first reported a position in Herbalife in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Herbalife position peaked at $0 in Q4 2020.
  • 244 funds tracked by Wall St. Rank held Herbalife as of Q1 2021.

Based on Regent Peak Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.