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Wealthspire Advisors (Maryland)’s Hilton Worldwide HLT Stock Holding History

Wealthspire Advisors (Maryland)’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
2020
Q3 		$535K Sell
6,267
-18,876
-75% -$1.58M 0.02% 259
2020
Q2 		$1.85M Sell
25,143
-2,339
-9% -$174K 0.13% 104
2020
Q1 		$1.88M Sell
27,482
-2,226
-7% -$217K 0.16% 88
2019
Q4 		$3.29M Buy
29,708
+150
+0.5% +$15.1K 0.22% 70
2019
Q3 		$2.75M Buy
29,558
+56
+0.2% +$5.32K 0.2% 77
2019
Q2 		$2.88M Buy
29,502
+58
+0.2% +$5.26K 0.22% 75
2019
Q1 		$2.45M Buy
29,444
+28,662
+3,665% +$2.24M 0.18% 79
2018
Q4 		$56K Buy
782
+450
+136% +$32.5K 0.01% 807
2018
Q3 		$27K Buy
332
+183
+123% +$14.4K ﹤0.01% 1186
2018
Q2 		$12K Sell
149
-6
-4% -$488 ﹤0.01% 1470
2018
Q1 		$12K Sell
155
-153
-50% -$12.6K ﹤0.01% 1493
2017
Q4 		$25K Sell
308
-127
-29% -$9.42K ﹤0.01% 1251
2017
Q3 		$30K Sell
435
-14
-3% -$892 ﹤0.01% 1161
2017
Q2 		$28K Buy
449
+35
+8% +$2.18K ﹤0.01% 1146
2017
Q1 		$24K Sell
414
-688
-62% -$40K ﹤0.01% 1021
2016
Q4 		$90K Buy
1,102
+834
+311% +$61.3K 0.01% 612
2016
Q3 		$18K Hold
268
– – ﹤0.01% 1088
2016
Q2 		$18K Buy
268
+1
+0.4% +$66 ﹤0.01% 1029
2016
Q1 		$18K Buy
267
+100
+60% +$5.94K ﹤0.01% 999
2015
Q4 		$11K Buy
+167
New +$11.9K ﹤0.01% 1168

Other funds holding HLT

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PSCM
Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) reduced its Hilton Worldwide (HLT) stake by 75% in Q3 2020, selling an estimated $1.58M and leaving 6,267 shares worth $535K. The position accounts for 0.02% of the portfolio, ranked #259.

Wealthspire Advisors (Maryland) first reported a position in HLT in Q4 2015 and has held it in 20 quarters since. The position peaked at $3.29M in Q4 2019. 540 funds tracked by Wall St. Rank hold HLT as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 6,267 shares of Hilton Worldwide worth $535K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 18,876 Hilton Worldwide shares in Q3 2020, an estimated $1.58M.
  • Hilton Worldwide made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #259 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Hilton Worldwide in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Hilton Worldwide position peaked at $3.29M in Q4 2019.
  • 540 funds tracked by Wall St. Rank held Hilton Worldwide as of Q3 2020.

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