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Ropes Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Ropes 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
2020
Q4 		– Sell
-442
Closed -$26K – 849
2020
Q3 		$26K Buy
+442
New +$25.3K 0.01% 401

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 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 $8.06B AUM 6.78% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ropes Wealth Advisors's HLI Position: Q4 2020 in Review

Ropes Wealth Advisors sold out of Houlihan Lokey (HLI) in Q4 2020, closing a stake of 442 shares — an estimated $26K sold.

Ropes Wealth Advisors first reported a position in HLI in Q3 2020 and held it in 1 quarter. The position peaked at $26K in Q3 2020. 289 funds tracked by Wall St. Rank hold HLI as of Q4 2020.

  • Ropes Wealth Advisors reported no remaining Houlihan Lokey position as of Q4 2020 after selling out during the quarter.
  • Ropes Wealth Advisors sold 442 Houlihan Lokey shares in Q4 2020, an estimated $26K.
  • Ropes Wealth Advisors first reported a position in Houlihan Lokey in Q3 2020 and held it in 1 quarter.
  • Ropes Wealth Advisors's Houlihan Lokey position peaked at $26K in Q3 2020.
  • 289 funds tracked by Wall St. Rank held Houlihan Lokey as of Q4 2020.

Based on Ropes Wealth Advisors's 13F filing for Q4 2020, filed 5 Feb 2021.