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WealthPLAN Partners’s Hilton Worldwide HLT Stock Holding History

WealthPLAN 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
2023
Q3 		– Sell
-83
Closed -$12.1K – 654
2023
Q2 		$12.1K Hold
83
– – ﹤0.01% 759
2023
Q1 		$11.7K Buy
+83
New +$11.7K ﹤0.01% 827

Other funds holding HLT

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $19.5B AUM 2.08% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WealthPLAN Partners's HLT Position: Q3 2023 in Review

WealthPLAN Partners sold out of Hilton Worldwide (HLT) in Q3 2023, closing a stake of 83 shares — an estimated $12.1K sold.

WealthPLAN Partners first reported a position in HLT in Q1 2023 and held it in 2 quarters. The position peaked at $12.1K in Q2 2023. 734 funds tracked by Wall St. Rank hold HLT as of Q3 2023.

  • WealthPLAN Partners reported no remaining Hilton Worldwide position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 83 Hilton Worldwide shares in Q3 2023, an estimated $12.1K.
  • WealthPLAN Partners first reported a position in Hilton Worldwide in Q1 2023 and held it in 2 quarters.
  • WealthPLAN Partners's Hilton Worldwide position peaked at $12.1K in Q2 2023.
  • 734 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.