TWA
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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 $5.7T AUM 30.48% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 $145B AUM 22.78% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return