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TCI Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

TCI 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
Q2 		– Sell
-249
Closed -$21.8K – 1076
2023
Q1 		$21.8K Hold
249
– – ﹤0.01% 669
2022
Q4 		$21.7K Sell
249
-53
-18% -$4.76K ﹤0.01% 664
2022
Q3 		$23K Buy
302
+179
+146% +$14.5K ﹤0.01% 596
2022
Q2 		$10K Sell
123
-230
-65% -$19.2K ﹤0.01% 1006
2022
Q1 		$31K Buy
353
+158
+81% +$16.3K ﹤0.01% 534
2021
Q4 		$20K Hold
195
– – ﹤0.01% 711
2021
Q3 		$18K Buy
195
+97
+99% +$8.5K ﹤0.01% 729
2021
Q2 		$8K Buy
98
+60
+158% +$4.34K ﹤0.01% 1106
2021
Q1 		$3K Buy
+38
New +$2.56K ﹤0.01% 1527

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
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

TCI Wealth Advisors's HLI Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Houlihan Lokey (HLI) in Q2 2023, closing a stake of 249 shares — an estimated $21.8K sold.

TCI Wealth Advisors first reported a position in HLI in Q1 2021 and held it in 9 quarters. The position peaked at $31K in Q1 2022. 330 funds tracked by Wall St. Rank hold HLI as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Houlihan Lokey position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 249 Houlihan Lokey shares in Q2 2023, an estimated $21.8K.
  • TCI Wealth Advisors first reported a position in Houlihan Lokey in Q1 2021 and held it in 9 quarters.
  • TCI Wealth Advisors's Houlihan Lokey position peaked at $31K in Q1 2022.
  • 330 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.