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Cary Street Partners Investment Advisory’s Helen of Troy HELE Stock Holding History

Cary Street Partners Investment Advisory’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
2023
Q3 		– Sell
-100
Closed -$10.8K – 1888
2023
Q2 		$10.8K Hold
100
– – ﹤0.01% 1221
2023
Q1 		$9.52K Hold
100
– – ﹤0.01% 1163
2022
Q4 		$11.1K Buy
+100
New +$9.73K ﹤0.01% 1125

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 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 $3.37T AUM 44.26% 1-Year Est. Return

Cary Street Partners Investment Advisory's HELE Position: Q3 2023 in Review

Cary Street Partners Investment Advisory sold out of Helen of Troy (HELE) in Q3 2023, closing a stake of 100 shares — an estimated $10.8K sold.

Cary Street Partners Investment Advisory first reported a position in HELE in Q4 2022 and held it in 3 quarters. The position peaked at $11.1K in Q4 2022. 248 funds tracked by Wall St. Rank hold HELE as of Q3 2023.

  • Cary Street Partners Investment Advisory reported no remaining Helen of Troy position as of Q3 2023 after selling out during the quarter.
  • Cary Street Partners Investment Advisory sold 100 Helen of Troy shares in Q3 2023, an estimated $10.8K.
  • Cary Street Partners Investment Advisory first reported a position in Helen of Troy in Q4 2022 and held it in 3 quarters.
  • Cary Street Partners Investment Advisory's Helen of Troy position peaked at $11.1K in Q4 2022.
  • 248 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2023.

Based on Cary Street Partners Investment Advisory's 13F filing for Q3 2023, filed 13 Nov 2023.