Atria Wealth Solutions’s Holley HLLY Stock Holding History

Atria Wealth Solutions’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 Q1	–	Sell	-10,000	Closed	-$30.2K	–	1959
2024 Q4	$30.2K	Buy	+10,000	New	+$28K	﹤0.01%	1951

Other funds holding HLLY

Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

BOCH

Blue Owl Capital Holdings New York $665M AUM 95.48% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

CCG

Clearlake Capital Group Santa Monica, California $529M AUM 50.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Atria Wealth Solutions's HLLY Position: Q1 2025 in Review

Atria Wealth Solutions sold out of Holley (HLLY) in Q1 2025, closing a stake of 10,000 shares — an estimated $30.2K sold.

Atria Wealth Solutions first reported a position in HLLY in Q4 2024 and held it in 1 quarter. The position peaked at $30.2K in Q4 2024. 118 funds tracked by Wall St. Rank hold HLLY as of Q1 2025.

Atria Wealth Solutions reported no remaining Holley position as of Q1 2025 after selling out during the quarter.
Atria Wealth Solutions sold 10,000 Holley shares in Q1 2025, an estimated $30.2K.
Atria Wealth Solutions first reported a position in Holley in Q4 2024 and held it in 1 quarter.
Atria Wealth Solutions's Holley position peaked at $30.2K in Q4 2024.
118 funds tracked by Wall St. Rank held Holley as of Q1 2025.

Based on Atria Wealth Solutions's 13F filing for Q1 2025, filed 9 May 2025.