Wipfli Financial Advisors’s Houlihan Lokey HLI Stock Holding History

Wipfli Financial 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
2022 Q3	$1K	Buy	+8	New	+$648	﹤0.01%	2427

Other funds holding HLI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BAM

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wipfli Financial Advisors's HLI Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Houlihan Lokey (HLI) in Q3 2022: 8 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #2427 among its holdings.

323 funds tracked by Wall St. Rank hold HLI as of Q3 2022.

Wipfli Financial Advisors held 8 shares of Houlihan Lokey worth $1K as of Q3 2022.
Houlihan Lokey was a new Wipfli Financial Advisors position in Q3 2022.
Houlihan Lokey made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2427 holding.
323 funds tracked by Wall St. Rank held Houlihan Lokey as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.