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TCI Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

TCI 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
2023
Q2 		– Sell
-63
Closed -$8.88K – 1079
2023
Q1 		$8.88K Sell
63
-23
-27% -$3.24K ﹤0.01% 1162
2022
Q4 		$10.9K Buy
86
+24
+39% +$3.16K ﹤0.01% 1024
2022
Q3 		$7K Buy
62
+4
+7% +$506 ﹤0.01% 1253
2022
Q2 		$6K Sell
58
-36
-38% -$4.98K ﹤0.01% 1349
2022
Q1 		$14K Hold
94
– – ﹤0.01% 879
2021
Q4 		$15K Hold
94
– – ﹤0.01% 864
2021
Q3 		$12K Buy
94
+38
+68% +$4.8K ﹤0.01% 977
2021
Q2 		$7K Sell
56
-2
-3% -$250 ﹤0.01% 1207
2021
Q1 		$7K Buy
58
+52
+867% +$6.01K ﹤0.01% 1053
2020
Q4 		$1K Hold
6
– – ﹤0.01% 1387
2020
Q3 		$1K Hold
6
– – ﹤0.01% 1329
2020
Q2 		$0 Buy
6
+2
+50% +$148 ﹤0.01% 1543
2020
Q1 		$0 Hold
4
– – ﹤0.01% 1590
2019
Q4 		$0 Hold
4
– – ﹤0.01% 1596
2019
Q3 		$0 Hold
4
– – ﹤0.01% 1545
2019
Q2 		$0 Buy
+4
New +$363 ﹤0.01% 1476
2019
Q1 		– Sell
-11
Closed -$1K – 1458
2018
Q4 		$1K Buy
11
+2
+22% +$144 ﹤0.01% 1219
2018
Q3 		$1K Sell
9
-25
-74% -$1.97K ﹤0.01% 1229
2018
Q2 		$3K Buy
+34
New +$2.77K ﹤0.01% 942

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Hilton Worldwide (HLT) in Q2 2023, closing a stake of 63 shares — an estimated $8.88K sold.

TCI Wealth Advisors first reported a position in HLT in Q2 2018 and held it in 19 quarters. The position peaked at $15K in Q4 2021. 751 funds tracked by Wall St. Rank hold HLT as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Hilton Worldwide position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 63 Hilton Worldwide shares in Q2 2023, an estimated $8.88K.
  • TCI Wealth Advisors first reported a position in Hilton Worldwide in Q2 2018 and held it in 19 quarters.
  • TCI Wealth Advisors's Hilton Worldwide position peaked at $15K in Q4 2021.
  • 751 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2023.

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