WealthPLAN Partners’s Herbalife HLF Stock Holding History

WealthPLAN Partners’s Portfolio HLF Stock Details HLF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-200	Closed	-$3.22K	–	1323
2023 Q1	$3.22K	Buy	+200	New	+$3.54K	﹤0.01%	1056

Other funds holding HLF

ROIC

Route One Investment Company San Francisco, California $2.49B AUM 10.92% 1-Year Est. Return

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

WPL

WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BCM

Bronte Capital Management Bondi Junction, Australia $931M AUM 47.97% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

WealthPLAN Partners's HLF Position: Q2 2023 in Review

WealthPLAN Partners sold out of Herbalife (HLF) in Q2 2023, closing a stake of 200 shares — an estimated $3.22K sold.

WealthPLAN Partners first reported a position in HLF in Q1 2023 and held it in 1 quarter. The position peaked at $3.22K in Q1 2023. 192 funds tracked by Wall St. Rank hold HLF as of Q2 2023.

WealthPLAN Partners reported no remaining Herbalife position as of Q2 2023 after selling out during the quarter.
WealthPLAN Partners sold 200 Herbalife shares in Q2 2023, an estimated $3.22K.
WealthPLAN Partners first reported a position in Herbalife in Q1 2023 and held it in 1 quarter.
WealthPLAN Partners's Herbalife position peaked at $3.22K in Q1 2023.
192 funds tracked by Wall St. Rank held Herbalife as of Q2 2023.

Based on WealthPLAN Partners's 13F filing for Q2 2023, filed 31 Jul 2023.