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Pacific Capital Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Pacific Capital 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
2024
Q4 		– Sell
-48
Closed -$7.58K – 437
2024
Q3 		$7.58K Hold
48
– – ﹤0.01% 324
2024
Q2 		$6.47K Hold
48
– – ﹤0.01% 357
2024
Q1 		$6.15K Buy
+48
New +$5.94K ﹤0.01% 280

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

Pacific Capital Wealth Advisors's HLI Position: Q4 2024 in Review

Pacific Capital Wealth Advisors sold out of Houlihan Lokey (HLI) in Q4 2024, closing a stake of 48 shares — an estimated $7.58K sold.

Pacific Capital Wealth Advisors first reported a position in HLI in Q1 2024 and held it in 3 quarters. The position peaked at $7.58K in Q3 2024. 506 funds tracked by Wall St. Rank hold HLI as of Q4 2024.

  • Pacific Capital Wealth Advisors reported no remaining Houlihan Lokey position as of Q4 2024 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 48 Houlihan Lokey shares in Q4 2024, an estimated $7.58K.
  • Pacific Capital Wealth Advisors first reported a position in Houlihan Lokey in Q1 2024 and held it in 3 quarters.
  • Pacific Capital Wealth Advisors's Houlihan Lokey position peaked at $7.58K in Q3 2024.
  • 506 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2024.

Based on Pacific Capital Wealth Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.