Spire Wealth Management’s Hilton Grand Vacations HGV Stock Holding History

Spire Wealth Management’s Portfolio HGV Stock Details HGV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-14	Closed	-$508	–	2477
2024 Q3	$508	Hold	14	–	–	﹤0.01%	2154
2024 Q2	$566	Hold	14	–	–	﹤0.01%	2185
2024 Q1	$661	Hold	14	–	–	﹤0.01%	2269
2023 Q4	$584	Buy	+14	New	+$525	﹤0.01%	2346
2021 Q4	–	Sell	-104	Closed	-$5K	–	2953
2021 Q3	$5K	Hold	104	–	–	﹤0.01%	2276
2021 Q2	$4K	Sell	104 -508	-83%	-$22.1K	﹤0.01%	2362
2021 Q1	$23K	Buy	+612	New	+$22K	﹤0.01%	2090

Other funds holding HGV

AMH

Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

HPC

Hill Path Capital New York $1.37B AUM 15.26% 1-Year Est. Return

CIP

CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return

NPCM

North Peak Capital Management New York $601M AUM 0.2% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

PCM

Parsifal Capital Management Greenwich, Connecticut $849M AUM 28.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Spire Wealth Management's HGV Position: Q4 2024 in Review

Spire Wealth Management sold out of Hilton Grand Vacations (HGV) in Q4 2024, closing a stake of 14 shares — an estimated $508 sold.

Spire Wealth Management first reported a position in HGV in Q1 2021 and held it in 7 quarters. The position peaked at $23K in Q1 2021. 250 funds tracked by Wall St. Rank hold HGV as of Q4 2024.

Spire Wealth Management reported no remaining Hilton Grand Vacations position as of Q4 2024 after selling out during the quarter.
Spire Wealth Management sold 14 Hilton Grand Vacations shares in Q4 2024, an estimated $508.
Spire Wealth Management first reported a position in Hilton Grand Vacations in Q1 2021 and held it in 7 quarters.
Spire Wealth Management's Hilton Grand Vacations position peaked at $23K in Q1 2021.
250 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q4 2024.

Based on Spire Wealth Management's 13F filing for Q4 2024, filed 24 Jan 2025.