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Steward Partners Investment Advisory’s Helios Technologies HLIO Stock Holding History

Steward Partners Investment Advisory’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
2022
Q4 		– Sell
-77
Closed -$4K – 3410
2022
Q3 		$4K Buy
+77
New +$4.66K ﹤0.01% 2851
2017
Q3 		– Sell
-16
Closed – – 1710
2017
Q2 		$0 Buy
+16
New +$644 ﹤0.01% 1649

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
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Steward Partners Investment Advisory's HLIO Position: Q4 2022 in Review

Steward Partners Investment Advisory sold out of Helios Technologies (HLIO) in Q4 2022, closing a stake of 77 shares — an estimated $4K sold.

Steward Partners Investment Advisory first reported a position in HLIO in Q2 2017 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 166 funds tracked by Wall St. Rank hold HLIO as of Q4 2022.

  • Steward Partners Investment Advisory reported no remaining Helios Technologies position as of Q4 2022 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 77 Helios Technologies shares in Q4 2022, an estimated $4K.
  • Steward Partners Investment Advisory first reported a position in Helios Technologies in Q2 2017 and held it in 2 quarters.
  • Steward Partners Investment Advisory's Helios Technologies position peaked at $4K in Q3 2022.
  • 166 funds tracked by Wall St. Rank held Helios Technologies as of Q4 2022.

Based on Steward Partners Investment Advisory's 13F filing for Q4 2022, filed 15 Feb 2023.