Wealthspire Advisors (Maryland)’s Houlihan Lokey HLI Stock Holding History

Wealthspire Advisors (Maryland)’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 Q3	$2.11M	Buy	+35,658	New	+$2.04M	0.07%	128

Other funds holding HLI

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

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

FMI

Fiduciary Management Inc Milwaukee, Wisconsin $8.06B AUM 6.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HLI Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) opened a new position in Houlihan Lokey (HLI) in Q3 2020: 35,658 shares worth $2.11M. The stake represents 0.07% of the portfolio and ranks #128 among its holdings.

258 funds tracked by Wall St. Rank hold HLI as of Q3 2020.

Wealthspire Advisors (Maryland) held 35,658 shares of Houlihan Lokey worth $2.11M as of Q3 2020.
Houlihan Lokey was a new Wealthspire Advisors (Maryland) position in Q3 2020.
Houlihan Lokey made up 0.07% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #128 holding.
258 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.