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GPS Wealth Strategies Group’s Helen of Troy HELE Stock Holding History

GPS Wealth Strategies 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
2021
Q2 		– Sell
-914
Closed -$192K – 1042
2021
Q1 		$192K Buy
+914
New +$206K 0.06% 194

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 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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

GPS Wealth Strategies Group's HELE Position: Q2 2021 in Review

GPS Wealth Strategies Group sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 914 shares — an estimated $192K sold.

GPS Wealth Strategies Group first reported a position in HELE in Q1 2021 and held it in 1 quarter. The position peaked at $192K in Q1 2021. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

  • GPS Wealth Strategies Group reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
  • GPS Wealth Strategies Group sold 914 Helen of Troy shares in Q2 2021, an estimated $192K.
  • GPS Wealth Strategies Group first reported a position in Helen of Troy in Q1 2021 and held it in 1 quarter.
  • GPS Wealth Strategies Group's Helen of Troy position peaked at $192K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on GPS Wealth Strategies Group's 13F filing for Q2 2021, filed 19 Jul 2021.