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Wealthspire Advisors (Maryland)’s Helios Technologies HLIO Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-525
Closed -$24K – 1119
2019
Q1 		$24K Buy
525
+345
+192% +$13.8K ﹤0.01% 1198
2018
Q4 		$6K Buy
+180
New +$7.61K ﹤0.01% 1659

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T. Rowe Price Associates
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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 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
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 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

Wealthspire Advisors (Maryland)'s HLIO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Helios Technologies (HLIO) in Q2 2019, closing a stake of 525 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in HLIO in Q4 2018 and held it in 2 quarters. The position peaked at $24K in Q1 2019. 107 funds tracked by Wall St. Rank hold HLIO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Helios Technologies position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 525 Helios Technologies shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in Helios Technologies in Q4 2018 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Helios Technologies position peaked at $24K in Q1 2019.
  • 107 funds tracked by Wall St. Rank held Helios Technologies as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.