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Carolinas Wealth Consulting’s Hamilton Lane HLNE Stock Holding History

Carolinas Wealth Consulting’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
2022
Q1 		– Sell
-24
Closed -$2K – 953
2021
Q4 		$2K Buy
24
+2
+9% +$205 ﹤0.01% 829
2021
Q3 		$2K Buy
22
+6
+38% +$537 ﹤0.01% 794
2021
Q2 		$1K Buy
+16
New +$1.45K ﹤0.01% 873

Other funds holding HLNE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Carolinas Wealth Consulting's HLNE Position: Q1 2022 in Review

Carolinas Wealth Consulting sold out of Hamilton Lane (HLNE) in Q1 2022, closing a stake of 24 shares — an estimated $2K sold.

Carolinas Wealth Consulting first reported a position in HLNE in Q2 2021 and held it in 3 quarters. The position peaked at $2K in Q4 2021. 206 funds tracked by Wall St. Rank hold HLNE as of Q1 2022.

  • Carolinas Wealth Consulting reported no remaining Hamilton Lane position as of Q1 2022 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 24 Hamilton Lane shares in Q1 2022, an estimated $2K.
  • Carolinas Wealth Consulting first reported a position in Hamilton Lane in Q2 2021 and held it in 3 quarters.
  • Carolinas Wealth Consulting's Hamilton Lane position peaked at $2K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2022.

Based on Carolinas Wealth Consulting's 13F filing for Q1 2022, filed 17 May 2022.