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Fortitude Advisory Group’s Helen of Troy HELE Stock Holding History

Fortitude Advisory 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
2022
Q2 		– Sell
-16
Closed -$3K – 650
2022
Q1 		$3K Hold
16
– – ﹤0.01% 1268
2021
Q4 		$4K Buy
+16
New +$3.79K ﹤0.01% 1238

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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Fortitude Advisory Group's HELE Position: Q2 2022 in Review

Fortitude Advisory Group sold out of Helen of Troy (HELE) in Q2 2022, closing a stake of 16 shares — an estimated $3K sold.

Fortitude Advisory Group first reported a position in HELE in Q4 2021 and held it in 2 quarters. The position peaked at $4K in Q4 2021. 295 funds tracked by Wall St. Rank hold HELE as of Q2 2022.

  • Fortitude Advisory Group reported no remaining Helen of Troy position as of Q2 2022 after selling out during the quarter.
  • Fortitude Advisory Group sold 16 Helen of Troy shares in Q2 2022, an estimated $3K.
  • Fortitude Advisory Group first reported a position in Helen of Troy in Q4 2021 and held it in 2 quarters.
  • Fortitude Advisory Group's Helen of Troy position peaked at $4K in Q4 2021.
  • 295 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2022.

Based on Fortitude Advisory Group's 13F filing for Q2 2022, filed 16 Aug 2022.