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Advisornet Financial’s Helen of Troy HELE Stock Holding History

Advisornet Financial’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
2024
Q4 		– Sell
-17
Closed -$1.05K – 2081
2024
Q3 		$1.05K Buy
+17
New +$1K ﹤0.01% 1928
2024
Q1 		– Sell
-6
Closed -$725 – 2239
2023
Q4 		$725 Hold
6
– – ﹤0.01% 1990
2023
Q3 		$699 Hold
6
– – ﹤0.01% 1897
2023
Q2 		$648 Buy
6
+1
+20% +$96 ﹤0.01% 1991
2023
Q1 		$476 Buy
5
+1
+25% +$107 ﹤0.01% 2082
2022
Q4 		$444 Buy
+4
New +$389 ﹤0.01% 2062
2021
Q3 		– Sell
-1,190
Closed -$271K – 1931
2021
Q2 		$271K Buy
1,190
+195
+20% +$42.9K 0.02% 521
2021
Q1 		$210K Buy
995
+14
+1% +$3.16K 0.01% 548
2020
Q4 		$218K Buy
981
+8
+0.8% +$1.65K 0.02% 482
2020
Q3 		$188K Buy
973
+108
+12% +$21.5K 0.02% 503
2020
Q2 		$163K Buy
865
+9
+1% +$1.47K 0.01% 540
2020
Q1 		$123K Sell
856
-61
-7% -$10.3K 0.01% 566
2019
Q4 		$165K Sell
917
-65
-7% -$10.4K 0.01% 547
2019
Q3 		$155K Buy
982
+8
+0.8% +$1.19K 0.01% 564
2019
Q2 		$127K Buy
974
+213
+28% +$27.9K 0.01% 544
2019
Q1 		$88K Sell
761
-56
-7% -$6.46K 0.01% 587
2018
Q4 		$107K Buy
817
+53
+7% +$6.96K 0.01% 505
2018
Q3 		$100K Buy
764
+74
+11% +$8.72K 0.01% 552
2018
Q2 		$68K Buy
+690
New +$62.9K 0.01% 630

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
CCPM
Cooper Creek Partners Management New York $2.92B AUM 30.49% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Advisornet Financial's HELE Position: Q4 2024 in Review

Advisornet Financial sold out of Helen of Troy (HELE) in Q4 2024, closing a stake of 17 shares — an estimated $1.05K sold.

Advisornet Financial first reported a position in HELE in Q2 2018 and held it in 19 quarters. The position peaked at $271K in Q2 2021. 240 funds tracked by Wall St. Rank hold HELE as of Q4 2024.

  • Advisornet Financial reported no remaining Helen of Troy position as of Q4 2024 after selling out during the quarter.
  • Advisornet Financial sold 17 Helen of Troy shares in Q4 2024, an estimated $1.05K.
  • Advisornet Financial first reported a position in Helen of Troy in Q2 2018 and held it in 19 quarters.
  • Advisornet Financial's Helen of Troy position peaked at $271K in Q2 2021.
  • 240 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2024.

Based on Advisornet Financial's 13F filing for Q4 2024, filed 13 Jan 2025.