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Acima Private Wealth’s Houlihan Lokey HLI Stock Holding History

Acima Private Wealth’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-104
Closed -$10.2K – 254
2023
Q2 		$10.2K Hold
104
– – ﹤0.01% 215
2023
Q1 		$9.1K Buy
+104
New +$9.79K ﹤0.01% 223

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Acima Private Wealth's HLI Position: Q3 2023 in Review

Acima Private Wealth sold out of Houlihan Lokey (HLI) in Q3 2023, closing a stake of 104 shares — an estimated $10.2K sold.

Acima Private Wealth first reported a position in HLI in Q1 2023 and held it in 2 quarters. The position peaked at $10.2K in Q2 2023. 337 funds tracked by Wall St. Rank hold HLI as of Q3 2023.

  • Acima Private Wealth reported no remaining Houlihan Lokey position as of Q3 2023 after selling out during the quarter.
  • Acima Private Wealth sold 104 Houlihan Lokey shares in Q3 2023, an estimated $10.2K.
  • Acima Private Wealth first reported a position in Houlihan Lokey in Q1 2023 and held it in 2 quarters.
  • Acima Private Wealth's Houlihan Lokey position peaked at $10.2K in Q2 2023.
  • 337 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2023.

Based on Acima Private Wealth's 13F filing for Q3 2023, filed 29 Feb 2024.