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AdvisorShares Investments’s Helen of Troy HELE Stock Holding History

AdvisorShares Investments’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
2020
Q4 		– Sell
-6,497
Closed -$1.26K – 153
2020
Q3 		$1.26K Buy
6,497
+1,337
+26% +$266K 0.06% 47
2020
Q2 		$973K Buy
+5,160
New +$845K 0.41% 49
2020
Q1 		– Sell
-4,263
Closed -$766K – 108
2019
Q4 		$766K Buy
+4,263
New +$684K 0.48% 70

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AdvisorShares Investments's HELE Position: Q4 2020 in Review

AdvisorShares Investments sold out of Helen of Troy (HELE) in Q4 2020, closing a stake of 6,497 shares — an estimated $1.26K sold.

AdvisorShares Investments first reported a position in HELE in Q4 2019 and held it in 3 quarters. The position peaked at $973K in Q2 2020. 308 funds tracked by Wall St. Rank hold HELE as of Q4 2020.

  • AdvisorShares Investments reported no remaining Helen of Troy position as of Q4 2020 after selling out during the quarter.
  • AdvisorShares Investments sold 6,497 Helen of Troy shares in Q4 2020, an estimated $1.26K.
  • AdvisorShares Investments first reported a position in Helen of Troy in Q4 2019 and held it in 3 quarters.
  • AdvisorShares Investments's Helen of Troy position peaked at $973K in Q2 2020.
  • 308 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2020.

Based on AdvisorShares Investments's 13F filing for Q4 2020, filed 25 Jan 2021.