FinTrust Capital Advisors’s Houlihan Lokey HLI Stock Holding History

FinTrust Capital 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
2022 Q4	–	Sell	-1,020	Closed	-$83K	–	1227
2022 Q3	$83K	Hold	1,020	–	–	0.02%	409
2022 Q2	$83K	Sell	1,020 -280	-22%	-$23.4K	0.02%	431
2022 Q1	$114K	Hold	1,300	–	–	0.03%	403
2021 Q4	$135K	Hold	1,300	–	–	0.03%	360
2021 Q3	$120K	Hold	1,300	–	–	0.03%	369
2021 Q2	$106K	Hold	1,300	–	–	0.03%	413
2021 Q1	$86K	Buy	1,300 +400	+44%	+$27K	0.02%	448
2020 Q4	$61K	Buy	+900	New	+$58.3K	0.02%	465
2020 Q3	–	Sell	-1,160	Closed	-$65K	–	1166
2020 Q2	$65K	Buy	1,160 +437	+60%	+$25.5K	0.03%	422
2020 Q1	$38K	Hold	723	–	–	0.02%	495
2019 Q4	$35K	Hold	723	–	–	0.01%	513
2019 Q3	$33K	Buy	723 +99	+16%	+$4.38K	0.01%	536
2019 Q2	$28K	Hold	624	–	–	0.01%	529
2019 Q1	$29K	Hold	624	–	–	0.01%	506
2018 Q4	$23K	Buy	+624	New	+$25.4K	0.01%	561

Other funds holding HLI

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

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 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 Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

FinTrust Capital Advisors's HLI Position: Q4 2022 in Review

FinTrust Capital Advisors sold out of Houlihan Lokey (HLI) in Q4 2022, closing a stake of 1,020 shares — an estimated $83K sold.

FinTrust Capital Advisors first reported a position in HLI in Q4 2018 and held it in 15 quarters. The position peaked at $135K in Q4 2021. 334 funds tracked by Wall St. Rank hold HLI as of Q4 2022.

FinTrust Capital Advisors reported no remaining Houlihan Lokey position as of Q4 2022 after selling out during the quarter.
FinTrust Capital Advisors sold 1,020 Houlihan Lokey shares in Q4 2022, an estimated $83K.
FinTrust Capital Advisors first reported a position in Houlihan Lokey in Q4 2018 and held it in 15 quarters.
FinTrust Capital Advisors's Houlihan Lokey position peaked at $135K in Q4 2021.
334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2022.

Based on FinTrust Capital Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.