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Alliance Wealth Advisors (Utah)’s Holley HLLY Stock Holding History

Alliance Wealth Advisors (Utah)’s Portfolio HLLY Stock Details HLLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-18,735
Closed -$37.5K – 291
2025
Q2 		$37.5K Sell
18,735
-1,856
-9% -$3.94K 0.01% 270
2025
Q1 		$52.9K Sell
20,591
-432
-2% -$1.21K 0.01% 255
2024
Q4 		$63.5K Sell
21,023
-941
-4% -$2.64K 0.02% 257
2024
Q3 		$64.8K Sell
21,964
-522
-2% -$1.75K 0.02% 233
2024
Q2 		$80.5K Sell
22,486
-496
-2% -$1.93K 0.02% 225
2024
Q1 		$103K Sell
22,982
-287
-1% -$1.31K 0.03% 229
2023
Q4 		$113K Sell
23,269
-50
-0.2% -$221 0.04% 230
2023
Q3 		$116K Buy
23,319
+196
+0.8% +$1.11K 0.04% 216
2023
Q2 		$94.6K Sell
23,123
-827
-3% -$2.46K 0.04% 220
2023
Q1 		$65.6K Buy
23,950
+1,882
+9% +$4.81K 0.03% 220
2022
Q4 		$46.8K Buy
+22,068
New +$69.5K 0.02% 216

Other funds holding HLLY

Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
CCG
Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return