WFA
HLNE icon

Wipfli Financial Advisors’s Hamilton Lane HLNE Stock Holding History

Wipfli Financial Advisors’s Portfolio HLNE Stock Details HLNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		$2K Buy
+31
New +$2.19K ﹤0.01% 2288

Other funds holding HLNE

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

Wipfli Financial Advisors opened a new position in Hamilton Lane (HLNE) in Q3 2022: 31 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #2288 among its holdings.

205 funds tracked by Wall St. Rank hold HLNE as of Q3 2022.

  • Wipfli Financial Advisors held 31 shares of Hamilton Lane worth $2K as of Q3 2022.
  • Hamilton Lane was a new Wipfli Financial Advisors position in Q3 2022.
  • Hamilton Lane made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2288 holding.
  • 205 funds tracked by Wall St. Rank held Hamilton Lane as of Q3 2022.

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