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Wingate Wealth Advisors’s Hilton Worldwide HLT Stock Holding History

Wingate Wealth Advisors’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
2025
Q1 		– Sell
-5
Closed -$1.24K – 229
2024
Q4 		$1.24K Buy
+5
New +$1.22K ﹤0.01% 448

Other funds holding HLT

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wingate Wealth Advisors's HLT Position: Q1 2025 in Review

Wingate Wealth Advisors sold out of Hilton Worldwide (HLT) in Q1 2025, closing a stake of 5 shares — an estimated $1.24K sold.

Wingate Wealth Advisors first reported a position in HLT in Q4 2024 and held it in 1 quarter. The position peaked at $1.24K in Q4 2024. 1,011 funds tracked by Wall St. Rank hold HLT as of Q1 2025.

  • Wingate Wealth Advisors reported no remaining Hilton Worldwide position as of Q1 2025 after selling out during the quarter.
  • Wingate Wealth Advisors sold 5 Hilton Worldwide shares in Q1 2025, an estimated $1.24K.
  • Wingate Wealth Advisors first reported a position in Hilton Worldwide in Q4 2024 and held it in 1 quarter.
  • Wingate Wealth Advisors's Hilton Worldwide position peaked at $1.24K in Q4 2024.
  • 1,011 funds tracked by Wall St. Rank held Hilton Worldwide as of Q1 2025.

Based on Wingate Wealth Advisors's 13F filing for Q1 2025, filed 24 Apr 2025.