BWA
HLI icon

BDO Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

BDO Wealth Advisors’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
Q2 		$17.3K Buy
176
+1
+0.6% +$90 ﹤0.01% 599
2023
Q1 		$15.3K Buy
175
+1
+0.6% +$94 ﹤0.01% 631
2022
Q4 		$15.2K Sell
174
-93
-35% -$8.36K ﹤0.01% 618
2022
Q3 		$20K Buy
+267
New +$21.6K ﹤0.01% 572

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BDO Wealth Advisors's HLI Position: Q2 2023 in Review

BDO Wealth Advisors increased its Houlihan Lokey (HLI) stake by 0.57% in Q2 2023, buying an estimated $90 and bringing the position to 176 shares worth $17.3K. The position accounts for ﹤0.01% of the portfolio, ranked #599.

BDO Wealth Advisors first reported a position in HLI in Q3 2022 and has held it in 4 quarters since. The position peaked at $20K in Q3 2022. 330 funds tracked by Wall St. Rank hold HLI as of Q2 2023.

  • BDO Wealth Advisors held 176 shares of Houlihan Lokey worth $17.3K as of Q2 2023.
  • BDO Wealth Advisors bought 1 Houlihan Lokey share in Q2 2023, an estimated $90.
  • Houlihan Lokey made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #599 holding.
  • BDO Wealth Advisors first reported a position in Houlihan Lokey in Q3 2022 and has held it in 4 quarters since.
  • BDO Wealth Advisors's Houlihan Lokey position peaked at $20K in Q3 2022.
  • 330 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.