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TCI Wealth Advisors’s Herbalife HLF Stock Holding History

TCI 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
2023
Q2 		– Sell
-796
Closed -$12.8K – 1073
2023
Q1 		$12.8K Buy
796
+5
+0.6% +$88 ﹤0.01% 934
2022
Q4 		$11.8K Buy
791
+485
+158% +$8.45K ﹤0.01% 957
2022
Q3 		$6K Buy
306
+115
+60% +$2.85K ﹤0.01% 1340
2022
Q2 		$4K Buy
+191
New +$4.72K ﹤0.01% 1626

Other funds holding HLF

ROIC
Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

TCI Wealth Advisors's HLF Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Herbalife (HLF) in Q2 2023, closing a stake of 796 shares — an estimated $12.8K sold.

TCI Wealth Advisors first reported a position in HLF in Q2 2022 and held it in 4 quarters. The position peaked at $12.8K in Q1 2023. 192 funds tracked by Wall St. Rank hold HLF as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Herbalife position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 796 Herbalife shares in Q2 2023, an estimated $12.8K.
  • TCI Wealth Advisors first reported a position in Herbalife in Q2 2022 and held it in 4 quarters.
  • TCI Wealth Advisors's Herbalife position peaked at $12.8K in Q1 2023.
  • 192 funds tracked by Wall St. Rank held Herbalife as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.