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Pinnacle Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

Pinnacle 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
2021
Q2 		$233K Buy
+2,560
New +$232K 0.01% 342

Other funds holding HLNE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Pinnacle Wealth Advisors's HLNE Position: Q2 2021 in Review

Pinnacle Wealth Advisors opened a new position in Hamilton Lane (HLNE) in Q2 2021: 2,560 shares worth $233K. The stake represents 0.01% of the portfolio and ranks #342 among its holdings.

187 funds tracked by Wall St. Rank hold HLNE as of Q2 2021.

  • Pinnacle Wealth Advisors held 2,560 shares of Hamilton Lane worth $233K as of Q2 2021.
  • Hamilton Lane was a new Pinnacle Wealth Advisors position in Q2 2021.
  • Hamilton Lane made up 0.01% of Pinnacle Wealth Advisors's portfolio in Q2 2021, its #342 holding.
  • 187 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2021.

Based on Pinnacle Wealth Advisors's 13F filing for Q2 2021, filed 21 Jul 2021.