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

Congress 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
2024
Q3 		– Sell
-2,335
Closed -$217K – 853
2024
Q2 		$217K Buy
+2,335
New +$237K ﹤0.01% 688
2022
Q3 		– Sell
-5,362
Closed -$870K – 558
2022
Q2 		$870K Buy
5,362
+584
+12% +$110K 0.02% 350
2022
Q1 		$936K Buy
4,778
+670
+16% +$141K 0.02% 361
2021
Q4 		$1M Buy
+4,108
New +$974K 0.02% 370

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Congress Wealth Management's HELE Position: Q3 2024 in Review

Congress Wealth Management sold out of Helen of Troy (HELE) in Q3 2024, closing a stake of 2,335 shares — an estimated $217K sold.

Congress Wealth Management first reported a position in HELE in Q4 2021 and held it in 4 quarters. The position peaked at $1M in Q4 2021. 244 funds tracked by Wall St. Rank hold HELE as of Q3 2024.

  • Congress Wealth Management reported no remaining Helen of Troy position as of Q3 2024 after selling out during the quarter.
  • Congress Wealth Management sold 2,335 Helen of Troy shares in Q3 2024, an estimated $217K.
  • Congress Wealth Management first reported a position in Helen of Troy in Q4 2021 and held it in 4 quarters.
  • Congress Wealth Management's Helen of Troy position peaked at $1M in Q4 2021.
  • 244 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2024.

Based on Congress Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.