Capital Advisors Ltd’s Holley HLLY Stock Holding History

Capital Advisors Ltd’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
2023 Q2	–	Sell	-127	Closed	–	–	1401
2023 Q1	$0	Buy	+127	New	+$325	﹤0.01%	1350

Other funds holding HLLY

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

CCG

Clearlake Capital Group Santa Monica, California $680M AUM 30.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Advisors Ltd's HLLY Position: Q2 2023 in Review

Capital Advisors Ltd sold out of Holley (HLLY) in Q2 2023, closing a stake of 127 shares.

Capital Advisors Ltd first reported a position in HLLY in Q1 2023 and held it in 1 quarter. The position peaked at $0 in Q1 2023. 91 funds tracked by Wall St. Rank hold HLLY as of Q2 2023.

Capital Advisors Ltd reported no remaining Holley position as of Q2 2023 after selling out during the quarter.
Capital Advisors Ltd sold 127 Holley shares in Q2 2023.
Capital Advisors Ltd first reported a position in Holley in Q1 2023 and held it in 1 quarter.
Capital Advisors Ltd's Holley position peaked at $0 in Q1 2023.
91 funds tracked by Wall St. Rank held Holley as of Q2 2023.

Based on Capital Advisors Ltd's 13F filing for Q2 2023, filed 26 Jul 2023.