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Avior Wealth Management’s Hamilton Lane HLNE Stock Holding History

Avior Wealth Management’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-49
Closed -$7.25K – 1440
2024
Q4 		$7.25K Sell
49
-12
-20% -$2.14K ﹤0.01% 1731
2024
Q3 		$10.3K Sell
61
-10
-14% -$1.45K ﹤0.01% 1552
2024
Q2 		$8.77K Sell
71
-167
-70% -$19.5K ﹤0.01% 1552
2024
Q1 		$26.8K Buy
+238
New +$26.9K ﹤0.01% 1481

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's HLNE Position: Q1 2025 in Review

Avior Wealth Management sold out of Hamilton Lane (HLNE) in Q1 2025, closing a stake of 49 shares — an estimated $7.25K sold.

Avior Wealth Management first reported a position in HLNE in Q1 2024 and held it in 4 quarters. The position peaked at $26.8K in Q1 2024. 351 funds tracked by Wall St. Rank hold HLNE as of Q1 2025.

  • Avior Wealth Management reported no remaining Hamilton Lane position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 49 Hamilton Lane shares in Q1 2025, an estimated $7.25K.
  • Avior Wealth Management first reported a position in Hamilton Lane in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Hamilton Lane position peaked at $26.8K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.