Wealthspire Advisors (Maryland)’s Herbalife HLF Stock Holding History

Wealthspire Advisors (Maryland)’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
2020 Q3	$350K	Buy	+7,510	New	+$369K	0.01%	325
2019 Q2	–	Sell	-102	Closed	-$5K	–	1118
2019 Q1	$5K	Sell	102 -6	-6%	-$345	﹤0.01%	1824
2018 Q4	$6K	Sell	108 -7	-6%	-$386	﹤0.01%	1658
2018 Q3	$6K	Hold	115	–	–	﹤0.01%	1727
2018 Q2	$6K	Buy	115 +19	+20%	+$999	﹤0.01%	1717
2018 Q1	$5K	Buy	96 +58	+153%	+$2.46K	﹤0.01%	1810
2017 Q4	$1K	Buy	38 +6	+19%	+$210	﹤0.01%	2282
2017 Q3	$1K	Buy	32 +26	+433%	+$890	﹤0.01%	2097
2017 Q2	$0	Buy	+6	New	+$202	﹤0.01%	2226
2017 Q1	–	Sell	-4	Closed	–	–	1967
2016 Q4	$0	Hold	4	–	–	﹤0.01%	1790
2016 Q3	$0	Buy	+4	New	+$126	﹤0.01%	1762
2016 Q2	–	Sell	-10	Closed	–	–	1740
2016 Q1	$0	Sell	10 -22	-69%	-$568	﹤0.01%	1785
2015 Q4	$1K	Buy	+32	New	+$889	﹤0.01%	1621

Other funds holding HLF

Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

ROIC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

DVI

Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BCM

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

Wealthspire Advisors (Maryland)'s HLF Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Herbalife (HLF) in Q3 2020: 7,510 shares worth $350K. The stake represents 0.01% of the portfolio and ranks #325 among its holdings. This is a return to the name: Wealthspire Advisors (Maryland) previously reported a position in HLF as recently as Q1 2019.

Wealthspire Advisors (Maryland) first reported a position in HLF in Q4 2015 and has held it in 13 quarters since. 229 funds tracked by Wall St. Rank hold HLF as of Q3 2020.

Wealthspire Advisors (Maryland) held 7,510 shares of Herbalife worth $350K as of Q3 2020.
Herbalife was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Herbalife made up 0.01% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #325 holding.
Wealthspire Advisors (Maryland) first reported a position in Herbalife in Q4 2015 and has held it in 13 quarters since.
229 funds tracked by Wall St. Rank held Herbalife as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.