Wipfli Financial Advisors’s Helios Technologies HLIO Stock Holding History

Wipfli Financial 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	$4K	Buy	+82	New	+$4.96K	﹤0.01%	2138

Other funds holding HLIO

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

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 Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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 Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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 Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Wipfli Financial Advisors's HLIO Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Helios Technologies (HLIO) in Q3 2022: 82 shares worth $4K. The stake represents ﹤0.01% of the portfolio and ranks #2138 among its holdings.

169 funds tracked by Wall St. Rank hold HLIO as of Q3 2022.

Wipfli Financial Advisors held 82 shares of Helios Technologies worth $4K as of Q3 2022.
Helios Technologies was a new Wipfli Financial Advisors position in Q3 2022.
Helios Technologies made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2138 holding.
169 funds tracked by Wall St. Rank held Helios Technologies as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.