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Sutton Wealth Advisors’s Hilton Grand Vacations HGV Stock Holding History

Sutton Wealth Advisors’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
2018
Q4 		– Sell
-6
Closed -$199 – 1153
2018
Q3 		$199 Buy
6
+5
+500% +$167 ﹤0.01% 1120
2018
Q2 		$35 Hold
1
– – ﹤0.01% 1124
2018
Q1 		$43 Hold
1
– – ﹤0.01% 1122
2017
Q4 		$42 Hold
1
– – ﹤0.01% 1077
2017
Q3 		$39 Hold
1
– – ﹤0.01% 1074
2017
Q2 		$36 Hold
1
– – ﹤0.01% 1081
2017
Q1 		$29 Buy
+1
New +$29 ﹤0.01% 1061

Other funds holding HGV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sutton Wealth Advisors's HGV Position: Q4 2018 in Review

Sutton Wealth Advisors sold out of Hilton Grand Vacations (HGV) in Q4 2018, closing a stake of 6 shares — an estimated $199 sold.

Sutton Wealth Advisors first reported a position in HGV in Q1 2017 and held it in 7 quarters. The position peaked at $199 in Q3 2018. 205 funds tracked by Wall St. Rank hold HGV as of Q4 2018.

  • Sutton Wealth Advisors reported no remaining Hilton Grand Vacations position as of Q4 2018 after selling out during the quarter.
  • Sutton Wealth Advisors sold 6 Hilton Grand Vacations shares in Q4 2018, an estimated $199.
  • Sutton Wealth Advisors first reported a position in Hilton Grand Vacations in Q1 2017 and held it in 7 quarters.
  • Sutton Wealth Advisors's Hilton Grand Vacations position peaked at $199 in Q3 2018.
  • 205 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q4 2018.

Based on Sutton Wealth Advisors's 13F filing for Q4 2018, filed 6 Nov 2023.