Janney Montgomery Scott
HLIO icon

Janney Montgomery Scott’s Helios Technologies HLIO Stock Holding History

Janney Montgomery Scott’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
-5,626
Closed -$306K – 2631
2022
Q4 		$306K Buy
+5,626
New +$303K ﹤0.01% 2115
2018
Q3 		– Sell
-9,316
Closed -$449K – 2093
2018
Q2 		$449K Sell
9,316
-125
-1% -$6.32K ﹤0.01% 1455
2018
Q1 		$506K Buy
+9,441
New +$557K 0.01% 1328
2014
Q2 		– Sell
-6,560
Closed -$284K – 2229
2014
Q1 		$284K Hold
6,560
– – 0.01% 1490
2013
Q4 		$268K Hold
6,560
– – 0.01% 1514
2013
Q3 		$238K Buy
+6,560
New +$215K 0.01% 1513

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

Janney Montgomery Scott's HLIO Position: Q1 2023 in Review

Janney Montgomery Scott sold out of Helios Technologies (HLIO) in Q1 2023, closing a stake of 5,626 shares — an estimated $306K sold.

Janney Montgomery Scott first reported a position in HLIO in Q3 2013 and held it in 6 quarters. The position peaked at $506K in Q1 2018. 176 funds tracked by Wall St. Rank hold HLIO as of Q1 2023.

  • Janney Montgomery Scott reported no remaining Helios Technologies position as of Q1 2023 after selling out during the quarter.
  • Janney Montgomery Scott sold 5,626 Helios Technologies shares in Q1 2023, an estimated $306K.
  • Janney Montgomery Scott first reported a position in Helios Technologies in Q3 2013 and held it in 6 quarters.
  • Janney Montgomery Scott's Helios Technologies position peaked at $506K in Q1 2018.
  • 176 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2023.

Based on Janney Montgomery Scott's 13F filing for Q1 2023, filed 28 Apr 2023.