Avantax Advisory Services’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
Other funds holding HELE
Avantax Advisory Services's HELE Position: Q2 2025 in Review
Avantax Advisory Services reduced its Helen of Troy (HELE) stake by 1.5% in Q2 2025, selling an estimated $9.03K and leaving 18,852 shares worth $535K. The position accounts for ﹤0.01% of the portfolio, ranked #1552.
Avantax Advisory Services first reported a position in HELE in Q4 2021 and has held it in 4 quarters since. The position peaked at $1.02M in Q1 2025. 209 funds tracked by Wall St. Rank hold HELE as of Q2 2025.
- Avantax Advisory Services held 18,852 shares of Helen of Troy worth $535K as of Q2 2025.
- Avantax Advisory Services sold 294 Helen of Troy shares in Q2 2025, an estimated $9.03K.
- Helen of Troy made up ﹤0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #1552 holding.
- Avantax Advisory Services first reported a position in Helen of Troy in Q4 2021 and has held it in 4 quarters since.
- Avantax Advisory Services's Helen of Troy position peaked at $1.02M in Q1 2025.
- 209 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2025.
Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.