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Wealthspire Advisors (Maryland)’s Hilton Grand Vacations HGV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HGV Stock Details HGV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-45
Closed -$1K – 1113
2019
Q1 		$1K Sell
45
-18
-29% -$551 ﹤0.01% 2338
2018
Q4 		$2K Sell
63
-199
-76% -$5.77K ﹤0.01% 2082
2018
Q3 		$9K Buy
262
+17
+7% +$566 ﹤0.01% 1560
2018
Q2 		$9K Buy
245
+45
+23% +$1.82K ﹤0.01% 1580
2018
Q1 		$9K Sell
200
-54
-21% -$2.37K ﹤0.01% 1610
2017
Q4 		$11K Buy
254
+73
+40% +$2.97K ﹤0.01% 1545
2017
Q3 		$7K Buy
181
+111
+159% +$4.02K ﹤0.01% 1684
2017
Q2 		$3K Buy
70
+10
+17% +$345 ﹤0.01% 1888
2017
Q1 		$2K Buy
+60
New +$1.71K ﹤0.01% 1691

Other funds holding HGV

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPC
Long Pond Capital New York $1.05B AUM 16.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
PCP
P2 Capital Partners New York $210M AUM 1.23% 1-Year Est. Return
CP
Centerbridge Partners New York $61.1M AUM 3.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
ZP
Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HGV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Hilton Grand Vacations (HGV) in Q2 2019, closing a stake of 45 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in HGV in Q1 2017 and held it in 9 quarters. The position peaked at $11K in Q4 2017. 206 funds tracked by Wall St. Rank hold HGV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Hilton Grand Vacations position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 45 Hilton Grand Vacations shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Hilton Grand Vacations in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Hilton Grand Vacations position peaked at $11K in Q4 2017.
  • 206 funds tracked by Wall St. Rank held Hilton Grand Vacations as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.