CIBC Private Wealth Group
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CIBC Private Wealth Group’s Houlihan Lokey HLI Stock Holding History

CIBC Private Wealth Group’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.78K Sell
21
-31
-60% -$5.58K ﹤0.01% 2509
2025
Q1 		$7.36K Sell
52
-17
-25% -$2.41K ﹤0.01% 2338
2024
Q4 		$12K Buy
+69
New +$12K ﹤0.01% 2221