American Portfolios Advisors’s Helen of Troy HELE Stock Holding History

American Portfolios Advisors’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
2022 Q3	$386	Hold	4	–	–	﹤0.01%	3414
2022 Q2	$650	Hold	4	–	–	﹤0.01%	3360
2022 Q1	$783	Hold	4	–	–	﹤0.01%	3414
2021 Q4	$978	Hold	4	–	–	﹤0.01%	3331
2021 Q3	$899	Sell	4 -15	-79%	-$3.43K	﹤0.01%	3319
2021 Q2	$4.33K	Sell	19 -89	-82%	-$19.6K	﹤0.01%	2886
2021 Q1	$22.8K	Buy	108 +55	+104%	+$12.4K	﹤0.01%	2000
2020 Q4	$11.8K	Sell	53 -9	-15%	-$1.85K	﹤0.01%	2032
2020 Q3	$12K	Hold	62	–	–	﹤0.01%	1909
2020 Q2	$11.7K	Sell	62 -2	-3%	-$327	﹤0.01%	1863
2020 Q1	$9.22K	Sell	64 -54	-46%	-$9.15K	﹤0.01%	1848
2019 Q4	$21.2K	Buy	118 +60	+103%	+$9.62K	﹤0.01%	1698
2019 Q3	$9.14K	Hold	58	–	–	﹤0.01%	1963
2019 Q2	$7.57K	Sell	58 -12	-17%	-$1.57K	﹤0.01%	2012
2019 Q1	$8.12K	Buy	70 +29	+71%	+$3.34K	﹤0.01%	1908
2018 Q4	$5.38K	Buy	41 +24	+141%	+$3.15K	﹤0.01%	1850
2018 Q3	$2.23K	Hold	17	–	–	﹤0.01%	2216
2018 Q2	$1.67K	Hold	17	–	–	﹤0.01%	2211
2018 Q1	$1.48K	Hold	17	–	–	﹤0.01%	2157
2017 Q4	$1.64K	Buy	+17	New	+$1.57K	﹤0.01%	2083

Other funds holding HELE

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

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

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

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

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

American Portfolios Advisors's HELE Position: Q3 2022 in Review

American Portfolios Advisors held its Helen of Troy (HELE) position steady in Q3 2022 at 4 shares worth $386. The position accounts for ﹤0.01% of the portfolio, ranked #3414.

American Portfolios Advisors first reported a position in HELE in Q4 2017 and has held it in 20 quarters since. The position peaked at $22.8K in Q1 2021. 257 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

American Portfolios Advisors held 4 shares of Helen of Troy worth $386 as of Q3 2022.
American Portfolios Advisors left its Helen of Troy share count unchanged in Q3 2022.
Helen of Troy made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #3414 holding.
American Portfolios Advisors first reported a position in Helen of Troy in Q4 2017 and has held it in 20 quarters since.
American Portfolios Advisors's Helen of Troy position peaked at $22.8K in Q1 2021.
257 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.