Cetera Advisor Networks’s Hamilton Lane HLNE Stock Holding History

Cetera Advisor Networks’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
2024 Q1	$286K	Sell	2,535 -2,384	-48%	-$269K	﹤0.01%	2326
2023 Q4	$558K	Buy	4,919 +1,433	+41%	+$136K	﹤0.01%	1789
2023 Q3	$315K	Buy	3,486 +191	+6%	+$17K	﹤0.01%	2118
2023 Q2	$264K	Sell	3,295 -59	-2%	-$4.24K	﹤0.01%	2182
2023 Q1	$248K	Sell	3,354 -195	-5%	-$14.4K	﹤0.01%	2176
2022 Q4	$227K	Buy	+3,549	New	+$236K	﹤0.01%	2189
2022 Q2	–	Sell	-4,174	Closed	-$323K	–	2131
2022 Q1	$323K	Buy	4,174 +13	+0.3%	+$1.08K	﹤0.01%	1585
2021 Q4	$431K	Sell	4,161 -132	-3%	-$13.5K	0.01%	1361
2021 Q3	$364K	Buy	+4,293	New	+$384K	﹤0.01%	1404
2020 Q3	–	Sell	-4,241	Closed	-$286K	–	1995
2020 Q2	$286K	Buy	+4,241	New	+$267K	0.01%	932

Other funds holding HLNE

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Cetera Advisor Networks's HLNE Position: Q1 2024 in Review

Cetera Advisor Networks reduced its Hamilton Lane (HLNE) stake by 48% in Q1 2024, selling an estimated $269K and leaving 2,535 shares worth $286K. The position accounts for ﹤0.01% of the portfolio, ranked #2326.

Cetera Advisor Networks first reported a position in HLNE in Q2 2020 and has held it in 10 quarters since. The position peaked at $558K in Q4 2023. 267 funds tracked by Wall St. Rank hold HLNE as of Q1 2024.

Cetera Advisor Networks held 2,535 shares of Hamilton Lane worth $286K as of Q1 2024.
Cetera Advisor Networks sold 2,384 Hamilton Lane shares in Q1 2024, an estimated $269K.
Hamilton Lane made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2326 holding.
Cetera Advisor Networks first reported a position in Hamilton Lane in Q2 2020 and has held it in 10 quarters since.
Cetera Advisor Networks's Hamilton Lane position peaked at $558K in Q4 2023.
267 funds tracked by Wall St. Rank held Hamilton Lane as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.