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Evoke Wealth’s Helen of Troy HELE Stock Holding History

Evoke Wealth’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
Q1 		– Sell
-11
Closed -$3K – 1207
2021
Q4 		$3K Hold
11
– – ﹤0.01% 990
2021
Q3 		$2K Hold
11
– – ﹤0.01% 1011
2021
Q2 		$3K Hold
11
– – ﹤0.01% 986
2021
Q1 		$2K Buy
+11
New +$2.48K ﹤0.01% 1030

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $2.9T AUM 29.55% 1-Year Est. Return

Evoke Wealth's HELE Position: Q1 2022 in Review

Evoke Wealth sold out of Helen of Troy (HELE) in Q1 2022, closing a stake of 11 shares — an estimated $3K sold.

Evoke Wealth first reported a position in HELE in Q1 2021 and held it in 4 quarters. The position peaked at $3K in Q4 2021. 277 funds tracked by Wall St. Rank hold HELE as of Q1 2022.

  • Evoke Wealth reported no remaining Helen of Troy position as of Q1 2022 after selling out during the quarter.
  • Evoke Wealth sold 11 Helen of Troy shares in Q1 2022, an estimated $3K.
  • Evoke Wealth first reported a position in Helen of Troy in Q1 2021 and held it in 4 quarters.
  • Evoke Wealth's Helen of Troy position peaked at $3K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2022.

Based on Evoke Wealth's 13F filing for Q1 2022, filed 10 May 2022.