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FSC Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

FSC Wealth 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
2025
Q1 		– Sell
-26
Closed -$4.51K – 288
2024
Q4 		$4.51K Hold
26
– – ﹤0.01% 237
2024
Q3 		$4.11K Hold
26
– – ﹤0.01% 228
2024
Q2 		$3.51K Buy
+26
New +$3.4K ﹤0.01% 241

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

FSC Wealth Advisors's HLI Position: Q1 2025 in Review

FSC Wealth Advisors sold out of Houlihan Lokey (HLI) in Q1 2025, closing a stake of 26 shares — an estimated $4.51K sold.

FSC Wealth Advisors first reported a position in HLI in Q2 2024 and held it in 3 quarters. The position peaked at $4.51K in Q4 2024. 526 funds tracked by Wall St. Rank hold HLI as of Q1 2025.

  • FSC Wealth Advisors reported no remaining Houlihan Lokey position as of Q1 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 26 Houlihan Lokey shares in Q1 2025, an estimated $4.51K.
  • FSC Wealth Advisors first reported a position in Houlihan Lokey in Q2 2024 and held it in 3 quarters.
  • FSC Wealth Advisors's Houlihan Lokey position peaked at $4.51K in Q4 2024.
  • 526 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2025.

Based on FSC Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.