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Baker Tilly Wealth Management’s Holley HLLY Stock Holding History

Baker Tilly Wealth Management’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
2024
Q3 		– Sell
-10,567
Closed -$37.8K – 254
2024
Q2 		$37.8K Sell
10,567
-22,837
-68% -$89.1K 0.02% 278
2024
Q1 		$149K Buy
33,404
+745
+2% +$3.4K 0.03% 410
2023
Q4 		$159K Buy
32,659
+3,414
+12% +$15.1K 0.03% 456
2023
Q3 		$146K Sell
29,245
-7,128
-20% -$40.4K 0.02% 446
2023
Q2 		$149K Sell
36,373
-3,022
-8% -$9.01K 0.02% 529
2023
Q1 		$108K Sell
39,395
-3,225
-8% -$8.24K 0.01% 532
2022
Q4 		$90.4K Sell
42,620
-4,037
-9% -$12.7K 0.01% 522
2022
Q3 		$189K Buy
+46,657
New +$349K 0.03% 482

Other funds holding HLLY

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Kayne Anderson Rudnick Investment Management
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BlackRock
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Vanguard Group
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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
BOCH
Blue Owl Capital Holdings New York $369M AUM 78.25% 1-Year Est. Return
SC
Skylands Capital Milwaukee, Wisconsin $763M AUM 26.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return