IWA
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Icon Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Icon Wealth Advisors’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
2024
Q4 		– Sell
-659
Closed -$111K – 515
2024
Q3 		$111K Buy
+659
New +$95.4K 0.01% 459

Other funds holding HLNE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Icon Wealth Advisors's HLNE Position: Q4 2024 in Review

Icon Wealth Advisors sold out of Hamilton Lane (HLNE) in Q4 2024, closing a stake of 659 shares — an estimated $111K sold.

Icon Wealth Advisors first reported a position in HLNE in Q3 2024 and held it in 1 quarter. The position peaked at $111K in Q3 2024. 355 funds tracked by Wall St. Rank hold HLNE as of Q4 2024.

  • Icon Wealth Advisors reported no remaining Hamilton Lane position as of Q4 2024 after selling out during the quarter.
  • Icon Wealth Advisors sold 659 Hamilton Lane shares in Q4 2024, an estimated $111K.
  • Icon Wealth Advisors first reported a position in Hamilton Lane in Q3 2024 and held it in 1 quarter.
  • Icon Wealth Advisors's Hamilton Lane position peaked at $111K in Q3 2024.
  • 355 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2024.

Based on Icon Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.