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Ten Capital Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

Ten Capital 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
Q1 		– Sell
-86
Closed -$7.5K – 609
2022
Q4 		$7.5K Hold
86
– – ﹤0.01% 342
2022
Q3 		$6K Buy
+86
New +$6.97K ﹤0.01% 381

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 $24.3B AUM 34.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

Ten Capital Wealth Advisors's HLI Position: Q1 2023 in Review

Ten Capital Wealth Advisors sold out of Houlihan Lokey (HLI) in Q1 2023, closing a stake of 86 shares — an estimated $7.5K sold.

Ten Capital Wealth Advisors first reported a position in HLI in Q3 2022 and held it in 2 quarters. The position peaked at $7.5K in Q4 2022. 328 funds tracked by Wall St. Rank hold HLI as of Q1 2023.

  • Ten Capital Wealth Advisors reported no remaining Houlihan Lokey position as of Q1 2023 after selling out during the quarter.
  • Ten Capital Wealth Advisors sold 86 Houlihan Lokey shares in Q1 2023, an estimated $7.5K.
  • Ten Capital Wealth Advisors first reported a position in Houlihan Lokey in Q3 2022 and held it in 2 quarters.
  • Ten Capital Wealth Advisors's Houlihan Lokey position peaked at $7.5K in Q4 2022.
  • 328 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2023.

Based on Ten Capital Wealth Advisors's 13F filing for Q1 2023, filed 4 May 2023.