TWM
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Tradition Wealth Management’s Haleon HLN Stock Holding History

Tradition Wealth Management’s Portfolio HLN Stock Details HLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,346
Closed -$11K – 737
2023
Q4 		$11K Hold
1,346
– – ﹤0.01% 978
2023
Q3 		$11K Sell
1,346
-339
-20% -$2.82K ﹤0.01% 988
2023
Q2 		$14K Sell
1,685
-1,040
-38% -$8.88K ﹤0.01% 962
2023
Q1 		$22K Buy
2,725
+224
+9% +$1.79K ﹤0.01% 815
2022
Q4 		$20K Sell
2,501
-938
-27% -$6.38K ﹤0.01% 749
2022
Q3 		$21K Buy
+3,439
New +$22.3K ﹤0.01% 741

Other funds holding HLN

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Aristotle Capital Management
Aristotle Capital Management Los Angeles, California $47.8B AUM 13.38% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Tradition Wealth Management's HLN Position: Q1 2024 in Review

Tradition Wealth Management sold out of Haleon (HLN) in Q1 2024, closing a stake of 1,346 shares — an estimated $11K sold.

Tradition Wealth Management first reported a position in HLN in Q3 2022 and held it in 6 quarters. The position peaked at $22K in Q1 2023. 599 funds tracked by Wall St. Rank hold HLN as of Q1 2024.

  • Tradition Wealth Management reported no remaining Haleon position as of Q1 2024 after selling out during the quarter.
  • Tradition Wealth Management sold 1,346 Haleon shares in Q1 2024, an estimated $11K.
  • Tradition Wealth Management first reported a position in Haleon in Q3 2022 and held it in 6 quarters.
  • Tradition Wealth Management's Haleon position peaked at $22K in Q1 2023.
  • 599 funds tracked by Wall St. Rank held Haleon as of Q1 2024.

Based on Tradition Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.