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

Focused 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
2023
Q3 		– Sell
-6,000
Closed -$41K – 1068
2023
Q2 		$41K Buy
+6,000
New +$574K 0.01% 335

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Focused Wealth Management's HELE Position: Q1 2024 in Review

Focused Wealth Management sold out of Helen of Troy (HELE) in Q1 2024, closing a stake of 700 shares — an estimated $84.6K sold.

Focused Wealth Management first reported a position in HELE in Q4 2022 and held it in 5 quarters. The position peaked at $110K in Q4 2022. 272 funds tracked by Wall St. Rank hold HELE as of Q1 2024.

  • Focused Wealth Management reported no remaining Helen of Troy position as of Q1 2024 after selling out during the quarter.
  • Focused Wealth Management sold 700 Helen of Troy shares in Q1 2024, an estimated $84.6K.
  • Focused Wealth Management first reported a position in Helen of Troy in Q4 2022 and held it in 5 quarters.
  • Focused Wealth Management's Helen of Troy position peaked at $110K in Q4 2022.
  • 272 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2024.

Based on Focused Wealth Management's 13F filing for Q1 2024, filed 8 May 2024.