Altus Wealth Group’s Helen of Troy HELE Stock Holding History

Altus Wealth Group’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
2021 Q1	–	Sell	-19	Closed	-$4K	–	426
2020 Q4	$4K	Buy	+19	New	+$3.92K	﹤0.01%	684

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Altus Wealth Group's HELE Position: Q1 2021 in Review

Altus Wealth Group sold out of Helen of Troy (HELE) in Q1 2021, closing a stake of 19 shares — an estimated $4K sold.

Altus Wealth Group first reported a position in HELE in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 322 funds tracked by Wall St. Rank hold HELE as of Q1 2021.

Altus Wealth Group reported no remaining Helen of Troy position as of Q1 2021 after selling out during the quarter.
Altus Wealth Group sold 19 Helen of Troy shares in Q1 2021, an estimated $4K.
Altus Wealth Group first reported a position in Helen of Troy in Q4 2020 and held it in 1 quarter.
Altus Wealth Group's Helen of Troy position peaked at $4K in Q4 2020.
322 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2021.

Based on Altus Wealth Group's 13F filing for Q1 2021, filed 14 May 2021.