TFO Wealth Partners’s Hilton Worldwide HLT Stock Holding History

TFO Wealth Partners’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
2024 Q2	–	Sell	-3	Closed	-$640	–	366
2024 Q1	$640	Hold	3	–	–	﹤0.01%	218
2023 Q4	$546	Hold	3	–	–	﹤0.01%	310
2023 Q3	$437	Hold	3	–	–	﹤0.01%	499
2023 Q2	$437	Hold	3	–	–	﹤0.01%	314
2023 Q1	$423	Sell	3 -18	-86%	-$2.54K	﹤0.01%	284
2022 Q4	$335	Buy	+21	New	+$2.77K	﹤0.01%	541

Other funds holding HLT

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

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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 Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TFO Wealth Partners's HLT Position: Q2 2024 in Review

TFO Wealth Partners sold out of Hilton Worldwide (HLT) in Q2 2024, closing a stake of 3 shares — an estimated $640 sold.

TFO Wealth Partners first reported a position in HLT in Q4 2022 and held it in 6 quarters. The position peaked at $640 in Q1 2024. 889 funds tracked by Wall St. Rank hold HLT as of Q2 2024.

TFO Wealth Partners reported no remaining Hilton Worldwide position as of Q2 2024 after selling out during the quarter.
TFO Wealth Partners sold 3 Hilton Worldwide shares in Q2 2024, an estimated $640.
TFO Wealth Partners first reported a position in Hilton Worldwide in Q4 2022 and held it in 6 quarters.
TFO Wealth Partners's Hilton Worldwide position peaked at $640 in Q1 2024.
889 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.