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Fortitude Advisory Group’s Hamilton Lane HLNE Stock Holding History

Fortitude Advisory Group’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
Q2 		– Sell
-123
Closed -$10K – 658
2022
Q1 		$10K Hold
123
– – 0.01% 1016
2021
Q4 		$13K Buy
+123
New +$12.6K 0.01% 962

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Fortitude Advisory Group's HLNE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Hamilton Lane (HLNE) in Q2 2022, closing a stake of 123 shares — an estimated $10K sold.

Fortitude Advisory Group first reported a position in HLNE in Q4 2021 and held it in 2 quarters. The position peaked at $13K in Q4 2021. 195 funds tracked by Wall St. Rank hold HLNE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Hamilton Lane position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 123 Hamilton Lane shares in Q2 2022, an estimated $10K.
  • Fortitude Advisory Group first reported a position in Hamilton Lane in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Hamilton Lane position peaked at $13K in Q4 2021.
  • 195 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.