AWM
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Accurate Wealth Management’s Helios Technologies HLIO Stock Holding History

Accurate Wealth Management’s Portfolio HLIO Stock Details HLIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-183
Closed -$10.4K – 751
2022
Q4 		$10.4K Buy
+183
New +$9.86K ﹤0.01% 847

Other funds holding HLIO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Accurate Wealth Management's HLIO Position: Q1 2023 in Review

Accurate Wealth Management sold out of Helios Technologies (HLIO) in Q1 2023, closing a stake of 183 shares — an estimated $10.4K sold.

Accurate Wealth Management first reported a position in HLIO in Q4 2022 and held it in 1 quarter. The position peaked at $10.4K in Q4 2022. 176 funds tracked by Wall St. Rank hold HLIO as of Q1 2023.

  • Accurate Wealth Management reported no remaining Helios Technologies position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 183 Helios Technologies shares in Q1 2023, an estimated $10.4K.
  • Accurate Wealth Management first reported a position in Helios Technologies in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Helios Technologies position peaked at $10.4K in Q4 2022.
  • 176 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.