FGAM
HLIO icon

Financial Gravity Asset Management’s Helios Technologies HLIO Stock Holding History

Financial Gravity Asset 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
2018
Q3 		$3K Buy
64
+11
+21% +$557 ﹤0.01% 857
2018
Q2 		$3K Sell
53
-1
-2% -$51 ﹤0.01% 889
2018
Q1 		$3K Buy
+54
New +$3.18K ﹤0.01% 852

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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
FAM
Fred Alger Management New York $22.8B AUM 64.63% 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

Financial Gravity Asset Management's HLIO Position: Q3 2018 in Review

Financial Gravity Asset Management increased its Helios Technologies (HLIO) stake by 21% in Q3 2018, buying an estimated $557 and bringing the position to 64 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #857.

Financial Gravity Asset Management first reported a position in HLIO in Q1 2018 and has held it in 3 quarters since. 128 funds tracked by Wall St. Rank hold HLIO as of Q3 2018.

  • Financial Gravity Asset Management held 64 shares of Helios Technologies worth $3K as of Q3 2018.
  • Financial Gravity Asset Management bought 11 Helios Technologies shares in Q3 2018, an estimated $557.
  • Helios Technologies made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q3 2018, its #857 holding.
  • Financial Gravity Asset Management first reported a position in Helios Technologies in Q1 2018 and has held it in 3 quarters since.
  • 128 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2018.

Based on Financial Gravity Asset Management's 13F filing for Q3 2018, filed 31 Oct 2018.