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JOYN Advisors’s Helios Technologies HLIO Stock Holding History

JOYN 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
2018
Q4 		– Sell
-60
Closed -$2.54K – 1804
2018
Q3 		$3K Hold
60
– – ﹤0.01% 1347
2018
Q2 		$3K Hold
60
– – ﹤0.01% 1306
2018
Q1 		$3K Buy
+60
New +$3.54K ﹤0.01% 974

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

JOYN Advisors's HLIO Position: Q4 2018 in Review

JOYN Advisors sold out of Helios Technologies (HLIO) in Q4 2018, closing a stake of 60 shares — an estimated $2.54K sold.

JOYN Advisors first reported a position in HLIO in Q1 2018 and held it in 3 quarters. The position peaked at $3K in Q3 2018. 104 funds tracked by Wall St. Rank hold HLIO as of Q4 2018.

  • JOYN Advisors reported no remaining Helios Technologies position as of Q4 2018 after selling out during the quarter.
  • JOYN Advisors sold 60 Helios Technologies shares in Q4 2018, an estimated $2.54K.
  • JOYN Advisors first reported a position in Helios Technologies in Q1 2018 and held it in 3 quarters.
  • JOYN Advisors's Helios Technologies position peaked at $3K in Q3 2018.
  • 104 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2018.

Based on JOYN Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.