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Regent Peak Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Regent Peak Wealth 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
2021
Q1 		– Sell
-120
Closed -$13K – 509
2020
Q4 		$13K Buy
+120
New +$11.9K ﹤0.01% 528

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 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

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

Regent Peak Wealth Advisors sold out of Hilton Worldwide (HLT) in Q1 2021, closing a stake of 120 shares — an estimated $13K sold.

Regent Peak Wealth Advisors first reported a position in HLT in Q4 2020 and held it in 1 quarter. The position peaked at $13K in Q4 2020. 639 funds tracked by Wall St. Rank hold HLT as of Q1 2021.

  • Regent Peak Wealth Advisors reported no remaining Hilton Worldwide position as of Q1 2021 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 120 Hilton Worldwide shares in Q1 2021, an estimated $13K.
  • Regent Peak Wealth Advisors first reported a position in Hilton Worldwide in Q4 2020 and held it in 1 quarter.
  • Regent Peak Wealth Advisors's Hilton Worldwide position peaked at $13K in Q4 2020.
  • 639 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2021.

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