WAM
HLF icon

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 – 1138
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% 2230
2017
Q1 		– Sell
-4
Closed – – 1971
2016
Q4 		$0 Hold
4
– – ﹤0.01% 1792
2016
Q3 		$0 Buy
+4
New +$126 ﹤0.01% 1766
2016
Q2 		– Sell
-10
Closed – – 1744
2016
Q1 		$0 Sell
10
-22
-69% -$568 ﹤0.01% 1791
2015
Q4 		$1K Buy
+32
New +$889 ﹤0.01% 1621

Other funds holding HLF

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.28B AUM 11.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
DVI
Deccan Value Investors Greenwich, Connecticut $84.6M AUM 57.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BCM
Bronte Capital Management Bondi Junction, Australia $928M AUM 47.99% 1-Year Est. Return