WCM
HLT icon

Wealthcare Capital Management’s Hilton Worldwide HLT Stock Holding History

Wealthcare Capital Management’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
2021
Q2 		– Sell
-30
Closed -$4K – 328
2021
Q1 		$4K Buy
+30
New +$3.47K ﹤0.01% 427
2020
Q1 		– Sell
-22
Closed -$2K – 430
2019
Q4 		$2K Buy
+22
New +$2.21K ﹤0.01% 473
2015
Q3 		– Sell
-13
Closed -$1K – 311
2015
Q2 		$1K Hold
13
– – ﹤0.01% 355
2015
Q1 		$1K Buy
+13
New +$1.07K ﹤0.01% 863

Other funds holding HLT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Capital Management's HLT Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Hilton Worldwide (HLT) in Q2 2021, closing a stake of 30 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in HLT in Q1 2015 and held it in 4 quarters. The position peaked at $4K in Q1 2021. 622 funds tracked by Wall St. Rank hold HLT as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Hilton Worldwide position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 30 Hilton Worldwide shares in Q2 2021, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Hilton Worldwide in Q1 2015 and held it in 4 quarters.
  • Wealthcare Capital Management's Hilton Worldwide position peaked at $4K in Q1 2021.
  • 622 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.