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WR Wealth Planners’s Hilton Worldwide HLT Stock Holding History

WR Wealth Planners’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
2024
Q4 		$28.4K Sell
115
-64
-36% -$15.7K 0.01% 404
2024
Q3 		$41.3K Hold
179
– – 0.01% 360
2024
Q2 		$39.1K Buy
179
+5
+3% +$1.03K 0.01% 357
2024
Q1 		$37.1K Buy
+174
New +$34.2K 0.01% 374
2023
Q4 		– Sell
-166
Closed -$24.9K – 474
2023
Q3 		$24.9K Hold
166
– – 0.01% 401
2023
Q2 		$24.2K Hold
166
– – 0.01% 406
2023
Q1 		$23.4K Buy
+166
New +$23.4K 0.01% 406

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

WR Wealth Planners's HLT Position: Q4 2024 in Review

WR Wealth Planners reduced its Hilton Worldwide (HLT) stake by 36% in Q4 2024, selling an estimated $15.7K and leaving 115 shares worth $28.4K. The position accounts for 0.01% of the portfolio, ranked #404.

WR Wealth Planners first reported a position in HLT in Q1 2023 and has held it in 7 quarters since. The position peaked at $41.3K in Q3 2024. 1,010 funds tracked by Wall St. Rank hold HLT as of Q4 2024.

  • WR Wealth Planners held 115 shares of Hilton Worldwide worth $28.4K as of Q4 2024.
  • WR Wealth Planners sold 64 Hilton Worldwide shares in Q4 2024, an estimated $15.7K.
  • Hilton Worldwide made up 0.01% of WR Wealth Planners's portfolio in Q4 2024, its #404 holding.
  • WR Wealth Planners first reported a position in Hilton Worldwide in Q1 2023 and has held it in 7 quarters since.
  • WR Wealth Planners's Hilton Worldwide position peaked at $41.3K in Q3 2024.
  • 1,010 funds tracked by Wall St. Rank held Hilton Worldwide as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.