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Avior Wealth Management’s Helen of Troy HELE Stock Holding History

Avior Wealth Management’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
2025
Q1 		– Sell
-121
Closed -$7.24K – 1429
2024
Q4 		$7.24K Hold
121
– – ﹤0.01% 1732
2024
Q3 		$7.48K Hold
121
– – ﹤0.01% 1643
2024
Q2 		$11.2K Sell
121
-498
-80% -$50.5K ﹤0.01% 1481
2024
Q1 		$71.3K Buy
+619
New +$73.9K ﹤0.01% 1090

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Avior Wealth Management's HELE Position: Q1 2025 in Review

Avior Wealth Management sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 121 shares — an estimated $7.24K sold.

Avior Wealth Management first reported a position in HELE in Q1 2024 and held it in 4 quarters. The position peaked at $71.3K in Q1 2024. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • Avior Wealth Management reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 121 Helen of Troy shares in Q1 2025, an estimated $7.24K.
  • Avior Wealth Management first reported a position in Helen of Troy in Q1 2024 and held it in 4 quarters.
  • Avior Wealth Management's Helen of Troy position peaked at $71.3K in Q1 2024.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.