APP
HLIO icon

Avantax Planning Partners’s Helios Technologies HLIO Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-1,180
Closed -$65K – 673
2018
Q3 		$65K Buy
+1,180
New +$59.8K 0.01% 433
2018
Q2 		– Sell
-1,235
Closed -$66K – 755
2018
Q1 		$66K Buy
+1,235
New +$72.8K 0.01% 479

Other funds holding HLIO

BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $71.6B AUM 29.66% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

Avantax Planning Partners's HLIO Position: Q4 2018 in Review

Avantax Planning Partners sold out of Helios Technologies (HLIO) in Q4 2018, closing a stake of 1,180 shares — an estimated $65K sold.

Avantax Planning Partners first reported a position in HLIO in Q1 2018 and held it in 2 quarters. The position peaked at $66K in Q1 2018. 104 funds tracked by Wall St. Rank hold HLIO as of Q4 2018.

  • Avantax Planning Partners reported no remaining Helios Technologies position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,180 Helios Technologies shares in Q4 2018, an estimated $65K.
  • Avantax Planning Partners first reported a position in Helios Technologies in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's Helios Technologies position peaked at $66K in Q1 2018.
  • 104 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.