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Arkadios Wealth Advisors’s Helen of Troy HELE Stock Holding History

Arkadios Wealth 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 		– Sell
-2,139
Closed -$347K – 551
2022
Q2 		$347K Buy
+2,139
New +$403K 0.05% 359

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Arkadios Wealth Advisors's HELE Position: Q3 2022 in Review

Arkadios Wealth Advisors sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 2,139 shares — an estimated $347K sold.

Arkadios Wealth Advisors first reported a position in HELE in Q2 2022 and held it in 1 quarter. The position peaked at $347K in Q2 2022. 256 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

  • Arkadios Wealth Advisors reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
  • Arkadios Wealth Advisors sold 2,139 Helen of Troy shares in Q3 2022, an estimated $347K.
  • Arkadios Wealth Advisors first reported a position in Helen of Troy in Q2 2022 and held it in 1 quarter.
  • Arkadios Wealth Advisors's Helen of Troy position peaked at $347K in Q2 2022.
  • 256 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Arkadios Wealth Advisors's 13F filing for Q3 2022, filed 21 Oct 2022.