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First National Bank of Omaha’s Helios Technologies HLIO Stock Holding History

First National Bank of Omaha’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
2024
Q1 		– Sell
-7,424
Closed -$337K – 325
2023
Q4 		$337K Buy
+7,424
New +$343K 0.02% 289

Other funds holding HLIO

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

First National Bank of Omaha's HLIO Position: Q1 2024 in Review

First National Bank of Omaha sold out of Helios Technologies (HLIO) in Q1 2024, closing a stake of 7,424 shares — an estimated $337K sold.

First National Bank of Omaha first reported a position in HLIO in Q4 2023 and held it in 1 quarter. The position peaked at $337K in Q4 2023. 181 funds tracked by Wall St. Rank hold HLIO as of Q1 2024.

  • First National Bank of Omaha reported no remaining Helios Technologies position as of Q1 2024 after selling out during the quarter.
  • First National Bank of Omaha sold 7,424 Helios Technologies shares in Q1 2024, an estimated $337K.
  • First National Bank of Omaha first reported a position in Helios Technologies in Q4 2023 and held it in 1 quarter.
  • First National Bank of Omaha's Helios Technologies position peaked at $337K in Q4 2023.
  • 181 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2024.

Based on First National Bank of Omaha's 13F filing for Q1 2024, filed 10 May 2024.