TCI Wealth Advisors’s Hamilton Lane HLNE Stock Holding History

TCI 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
2023 Q2	–	Sell	-86	Closed	-$6.36K	–	1078
2023 Q1	$6.36K	Buy	86 +1	+1%	+$74	﹤0.01%	1364
2022 Q4	$5.43K	Sell	85 -80	-48%	-$5.32K	﹤0.01%	1472
2022 Q3	$10K	Buy	165 +2	+1%	+$141	﹤0.01%	1010
2022 Q2	$11K	Buy	+163	New	+$11.2K	﹤0.01%	950
2022 Q1	–	Sell	-108	Closed	-$11K	–	2312
2021 Q4	$11K	Buy	108 +54	+100%	+$5.54K	﹤0.01%	1089
2021 Q3	$5K	Buy	54 +19	+54%	+$1.7K	﹤0.01%	1595
2021 Q2	$3K	Buy	35 +8	+30%	+$724	﹤0.01%	1758
2021 Q1	$2K	Buy	+27	New	+$2.28K	﹤0.01%	1764

Other funds holding HLNE

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

CCM

Copeland Capital Management Conshohocken, Pennsylvania $4.5B AUM 18.67% 1-Year Est. Return

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

TCI Wealth Advisors sold out of Hamilton Lane (HLNE) in Q2 2023, closing a stake of 86 shares — an estimated $6.36K sold.

TCI Wealth Advisors first reported a position in HLNE in Q1 2021 and held it in 8 quarters. The position peaked at $11K in Q2 2022. 201 funds tracked by Wall St. Rank hold HLNE as of Q2 2023.

TCI Wealth Advisors reported no remaining Hamilton Lane position as of Q2 2023 after selling out during the quarter.
TCI Wealth Advisors sold 86 Hamilton Lane shares in Q2 2023, an estimated $6.36K.
TCI Wealth Advisors first reported a position in Hamilton Lane in Q1 2021 and held it in 8 quarters.
TCI Wealth Advisors's Hamilton Lane position peaked at $11K in Q2 2022.
201 funds tracked by Wall St. Rank held Hamilton Lane as of Q2 2023.

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