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Heritage Wealth Management (Arizona)’s Houlihan Lokey HLI Stock Holding History

Heritage Wealth Management (Arizona)’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 		$5.93K Buy
68
+34
+100% +$3.06K ﹤0.01% 856
2022
Q3 		$3K Buy
+34
New +$2.75K ﹤0.01% 823
2021
Q3 		– Sell
-49
Closed -$4K – 905
2021
Q2 		$4K Sell
49
-422
-90% -$30.6K ﹤0.01% 775
2021
Q1 		$31K Buy
+471
New +$31.8K 0.02% 442

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HLI Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Houlihan Lokey (HLI) stake by 100% in Q4 2022, buying an estimated $3.06K and bringing the position to 68 shares worth $5.93K. The position accounts for ﹤0.01% of the portfolio, ranked #856.

Heritage Wealth Management (Arizona) first reported a position in HLI in Q1 2021 and has held it in 4 quarters since. The position peaked at $31K in Q1 2021. 334 funds tracked by Wall St. Rank hold HLI as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 68 shares of Houlihan Lokey worth $5.93K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 34 Houlihan Lokey shares in Q4 2022, an estimated $3.06K.
  • Houlihan Lokey made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #856 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Houlihan Lokey in Q1 2021 and has held it in 4 quarters since.
  • Heritage Wealth Management (Arizona)'s Houlihan Lokey position peaked at $31K in Q1 2021.
  • 334 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.