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WesBanco Bank’s Helios Technologies HLIO Stock Holding History

WesBanco Bank’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
Q1 		– Sell
-2,865
Closed -$301K – 583
2021
Q4 		$301K Buy
2,865
+240
+9% +$23.3K 0.01% 499
2021
Q3 		$216K Hold
2,625
– – 0.01% 565
2021
Q2 		$205K Buy
+2,625
New +$192K 0.01% 581

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 Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
SBF
Sara-Bay Financial Sarasota, Florida $375M AUM 56.53% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

WesBanco Bank's HLIO Position: Q1 2022 in Review

WesBanco Bank sold out of Helios Technologies (HLIO) in Q1 2022, closing a stake of 2,865 shares — an estimated $301K sold.

WesBanco Bank first reported a position in HLIO in Q2 2021 and held it in 3 quarters. The position peaked at $301K in Q4 2021. 185 funds tracked by Wall St. Rank hold HLIO as of Q1 2022.

  • WesBanco Bank reported no remaining Helios Technologies position as of Q1 2022 after selling out during the quarter.
  • WesBanco Bank sold 2,865 Helios Technologies shares in Q1 2022, an estimated $301K.
  • WesBanco Bank first reported a position in Helios Technologies in Q2 2021 and held it in 3 quarters.
  • WesBanco Bank's Helios Technologies position peaked at $301K in Q4 2021.
  • 185 funds tracked by Wall St. Rank held Helios Technologies as of Q1 2022.

Based on WesBanco Bank's 13F filing for Q1 2022, filed 25 Apr 2022.