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West Paces Advisors’s Helios Technologies HLIO Stock Holding History

West Paces 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
2022
Q3 		– Sell
-49
Closed -$3.25K – 545
2022
Q2 		$3.25K Hold
49
– – ﹤0.01% 446
2022
Q1 		$3.93K Hold
49
– – ﹤0.01% 430
2021
Q4 		$5.15K Buy
49
+5
+11% +$486 ﹤0.01% 429
2021
Q3 		$3.61K Hold
44
– – ﹤0.01% 452
2021
Q2 		$3.43K Buy
+44
New +$3.22K ﹤0.01% 466

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 $5.01B AUM 6.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

West Paces Advisors's HLIO Position: Q3 2022 in Review

West Paces Advisors sold out of Helios Technologies (HLIO) in Q3 2022, closing a stake of 49 shares — an estimated $3.25K sold.

West Paces Advisors first reported a position in HLIO in Q2 2021 and held it in 5 quarters. The position peaked at $5.15K in Q4 2021. 169 funds tracked by Wall St. Rank hold HLIO as of Q3 2022.

  • West Paces Advisors reported no remaining Helios Technologies position as of Q3 2022 after selling out during the quarter.
  • West Paces Advisors sold 49 Helios Technologies shares in Q3 2022, an estimated $3.25K.
  • West Paces Advisors first reported a position in Helios Technologies in Q2 2021 and held it in 5 quarters.
  • West Paces Advisors's Helios Technologies position peaked at $5.15K in Q4 2021.
  • 169 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2022.

Based on West Paces Advisors's 13F filing for Q3 2022, filed 19 Dec 2023.