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Garrett Wealth Advisory Group’s Helen of Troy HELE Stock Holding History

Garrett Wealth 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
2019
Q4 		– Sell
-16
Closed -$2.52K – 295
2019
Q3 		$2.52K Buy
+16
New +$2.38K ﹤0.01% 494

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Garrett Wealth Advisory Group's HELE Position: Q4 2019 in Review

Garrett Wealth Advisory Group sold out of Helen of Troy (HELE) in Q4 2019, closing a stake of 16 shares — an estimated $2.52K sold.

Garrett Wealth Advisory Group first reported a position in HELE in Q3 2019 and held it in 1 quarter. The position peaked at $2.52K in Q3 2019. 272 funds tracked by Wall St. Rank hold HELE as of Q4 2019.

  • Garrett Wealth Advisory Group reported no remaining Helen of Troy position as of Q4 2019 after selling out during the quarter.
  • Garrett Wealth Advisory Group sold 16 Helen of Troy shares in Q4 2019, an estimated $2.52K.
  • Garrett Wealth Advisory Group first reported a position in Helen of Troy in Q3 2019 and held it in 1 quarter.
  • Garrett Wealth Advisory Group's Helen of Troy position peaked at $2.52K in Q3 2019.
  • 272 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2019.

Based on Garrett Wealth Advisory Group's 13F filing for Q4 2019, filed 28 Jan 2020.