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WealthPlan Investment Management’s Hilton Worldwide HLT Stock Holding History

WealthPlan Investment 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
2023
Q2 		– Sell
-79
Closed -$11.2K – 412
2023
Q1 		$11.2K Buy
+79
New +$11.1K ﹤0.01% 323

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

WealthPlan Investment Management's HLT Position: Q2 2023 in Review

WealthPlan Investment Management sold out of Hilton Worldwide (HLT) in Q2 2023, closing a stake of 79 shares — an estimated $11.2K sold.

WealthPlan Investment Management first reported a position in HLT in Q1 2023 and held it in 1 quarter. The position peaked at $11.2K in Q1 2023. 751 funds tracked by Wall St. Rank hold HLT as of Q2 2023.

  • WealthPlan Investment Management reported no remaining Hilton Worldwide position as of Q2 2023 after selling out during the quarter.
  • WealthPlan Investment Management sold 79 Hilton Worldwide shares in Q2 2023, an estimated $11.2K.
  • WealthPlan Investment Management first reported a position in Hilton Worldwide in Q1 2023 and held it in 1 quarter.
  • WealthPlan Investment Management's Hilton Worldwide position peaked at $11.2K in Q1 2023.
  • 751 funds tracked by Wall St. Rank held Hilton Worldwide as of Q2 2023.

Based on WealthPlan Investment Management's 13F filing for Q2 2023, filed 25 Jul 2023.