AWM
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Abound Wealth Management’s Helen of Troy HELE Stock Holding History

Abound Wealth Management’s Portfolio HELE Stock Details HELE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-2
Closed -$51 – 1464
2025
Q3 		$51 Hold
2
– – ﹤0.01% 1336
2025
Q2 		$57 Hold
2
– – ﹤0.01% 1282
2025
Q1 		$107 Sell
2
-1
-33% -$58 ﹤0.01% 1217
2024
Q4 		$180 Buy
+3
New +$199 ﹤0.01% 1109

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Charles Schwab
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Ameriprise
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Wellington Management Group
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D.E. Shaw & Co
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Dimensional Fund Advisors
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return