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TFO Wealth Partners’s Houlihan Lokey HLI Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-2
Closed -$256 – 365
2024
Q1 		$256 Hold
2
– – ﹤0.01% 434
2023
Q4 		$240 Hold
2
– – ﹤0.01% 589
2023
Q3 		$197 Hold
2
– – ﹤0.01% 804
2023
Q2 		$197 Hold
2
– – ﹤0.01% 505
2023
Q1 		$175 Sell
2
-1
-33% -$94 ﹤0.01% 507
2022
Q4 		$643 Buy
+3
New +$270 ﹤0.01% 442

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return

TFO Wealth Partners's HLI Position: Q2 2024 in Review

TFO Wealth Partners sold out of Houlihan Lokey (HLI) in Q2 2024, closing a stake of 2 shares — an estimated $256 sold.

TFO Wealth Partners first reported a position in HLI in Q4 2022 and held it in 6 quarters. The position peaked at $643 in Q4 2022. 416 funds tracked by Wall St. Rank hold HLI as of Q2 2024.

  • TFO Wealth Partners reported no remaining Houlihan Lokey position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 2 Houlihan Lokey shares in Q2 2024, an estimated $256.
  • TFO Wealth Partners first reported a position in Houlihan Lokey in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Houlihan Lokey position peaked at $643 in Q4 2022.
  • 416 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.