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Berman Capital Advisors’s Helios Technologies HLIO Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$1K Buy
+15
New +$1.22K ﹤0.01% 1876

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Berman Capital Advisors's HLIO Position: Q3 2021 in Review

Berman Capital Advisors opened a new position in Helios Technologies (HLIO) in Q3 2021: 15 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #1876 among its holdings.

158 funds tracked by Wall St. Rank hold HLIO as of Q3 2021.

  • Berman Capital Advisors held 15 shares of Helios Technologies worth $1K as of Q3 2021.
  • Helios Technologies was a new Berman Capital Advisors position in Q3 2021.
  • Helios Technologies made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1876 holding.
  • 158 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.