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Wealthcare Advisory Partners’s Houlihan Lokey HLI Stock Holding History

Wealthcare Advisory 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
2021
Q2 		– Sell
-15
Closed -$1K – 1115
2021
Q1 		$1K Buy
+15
New +$1.01K ﹤0.01% 1982

Other funds holding HLI

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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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealthcare Advisory Partners's HLI Position: Q2 2021 in Review

Wealthcare Advisory Partners sold out of Houlihan Lokey (HLI) in Q2 2021, closing a stake of 15 shares — an estimated $1K sold.

Wealthcare Advisory Partners first reported a position in HLI in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 302 funds tracked by Wall St. Rank hold HLI as of Q2 2021.

  • Wealthcare Advisory Partners reported no remaining Houlihan Lokey position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Advisory Partners sold 15 Houlihan Lokey shares in Q2 2021, an estimated $1K.
  • Wealthcare Advisory Partners first reported a position in Houlihan Lokey in Q1 2021 and held it in 1 quarter.
  • Wealthcare Advisory Partners's Houlihan Lokey position peaked at $1K in Q1 2021.
  • 302 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2021.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2021, filed 16 Aug 2021.