First Capital Advisors Group’s Helen of Troy HELE Stock Holding History

First Capital Advisors Group’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 Q2	$432	Buy	+4	New	+$383	﹤0.01%	924

Other funds holding HELE

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

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

First Capital Advisors Group's HELE Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Helen of Troy (HELE) in Q2 2023: 4 shares worth $432. The stake represents ﹤0.01% of the portfolio and ranks #924 among its holdings.

247 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

First Capital Advisors Group held 4 shares of Helen of Troy worth $432 as of Q2 2023.
Helen of Troy was a new First Capital Advisors Group position in Q2 2023.
Helen of Troy made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #924 holding.
247 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.