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TRUE Private Wealth Advisors’s Houlihan Lokey HLI Stock Holding History

TRUE Private 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
2020
Q1 		– Sell
-200
Closed -$9K – 743
2019
Q4 		$9K Buy
+200
New +$9.44K ﹤0.01% 607

Other funds holding HLI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

TRUE Private Wealth Advisors's HLI Position: Q1 2020 in Review

TRUE Private Wealth Advisors sold out of Houlihan Lokey (HLI) in Q1 2020, closing a stake of 200 shares — an estimated $9K sold.

TRUE Private Wealth Advisors first reported a position in HLI in Q4 2019 and held it in 1 quarter. The position peaked at $9K in Q4 2019. 228 funds tracked by Wall St. Rank hold HLI as of Q1 2020.

  • TRUE Private Wealth Advisors reported no remaining Houlihan Lokey position as of Q1 2020 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 200 Houlihan Lokey shares in Q1 2020, an estimated $9K.
  • TRUE Private Wealth Advisors first reported a position in Houlihan Lokey in Q4 2019 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Houlihan Lokey position peaked at $9K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Houlihan Lokey as of Q1 2020.

Based on TRUE Private Wealth Advisors's 13F filing for Q1 2020, filed 20 Apr 2020.