FDx Advisors’s Helen of Troy HELE Stock Holding History

FDx Advisors’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 Q2	–	Sell	-1,953	Closed	-$382K	–	840
2022 Q1	$382K	Sell	1,953 -27	-1%	-$5.69K	0.01%	581
2021 Q4	$484K	Buy	1,980 +577	+41%	+$137K	0.01%	540
2021 Q3	$315K	Buy	1,403 +107	+8%	+$24.5K	0.01%	653
2021 Q2	$296K	Buy	+1,296	New	+$285K	0.01%	665

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FDx Advisors's HELE Position: Q2 2022 in Review

FDx Advisors sold out of Helen of Troy (HELE) in Q2 2022, closing a stake of 1,953 shares — an estimated $382K sold.

FDx Advisors first reported a position in HELE in Q2 2021 and held it in 4 quarters. The position peaked at $484K in Q4 2021. 295 funds tracked by Wall St. Rank hold HELE as of Q2 2022.

FDx Advisors reported no remaining Helen of Troy position as of Q2 2022 after selling out during the quarter.
FDx Advisors sold 1,953 Helen of Troy shares in Q2 2022, an estimated $382K.
FDx Advisors first reported a position in Helen of Troy in Q2 2021 and held it in 4 quarters.
FDx Advisors's Helen of Troy position peaked at $484K in Q4 2021.
295 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2022.

Based on FDx Advisors's 13F filing for Q2 2022, filed 3 Aug 2022.