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One Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

One 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
2023
Q1 		– Sell
-818
Closed -$71.3K – 365
2022
Q4 		$71.3K Buy
+818
New +$73.5K 0.02% 346
2021
Q4 		– Sell
-2,260
Closed -$208K – 207
2021
Q3 		$208K Buy
+2,260
New +$198K 0.06% 199

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

One Wealth Advisors's HLI Position: Q1 2023 in Review

One Wealth Advisors sold out of Houlihan Lokey (HLI) in Q1 2023, closing a stake of 818 shares — an estimated $71.3K sold.

One Wealth Advisors first reported a position in HLI in Q3 2021 and held it in 2 quarters. The position peaked at $208K in Q3 2021. 328 funds tracked by Wall St. Rank hold HLI as of Q1 2023.

  • One Wealth Advisors reported no remaining Houlihan Lokey position as of Q1 2023 after selling out during the quarter.
  • One Wealth Advisors sold 818 Houlihan Lokey shares in Q1 2023, an estimated $71.3K.
  • One Wealth Advisors first reported a position in Houlihan Lokey in Q3 2021 and held it in 2 quarters.
  • One Wealth Advisors's Houlihan Lokey position peaked at $208K in Q3 2021.
  • 328 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2023.

Based on One Wealth Advisors's 13F filing for Q1 2023, filed 15 May 2023.