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Grey Fox Wealth Advisors’s Helen of Troy HELE Stock Holding History

Grey Fox Wealth Advisors’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 		– Sell
-42
Closed -$4K – 278
2023
Q1 		$4K Buy
+42
New +$4.5K ﹤0.01% 362

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Grey Fox Wealth Advisors's HELE Position: Q2 2023 in Review

Grey Fox Wealth Advisors sold out of Helen of Troy (HELE) in Q2 2023, closing a stake of 42 shares — an estimated $4K sold.

Grey Fox Wealth Advisors first reported a position in HELE in Q1 2023 and held it in 1 quarter. The position peaked at $4K in Q1 2023. 248 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

  • Grey Fox Wealth Advisors reported no remaining Helen of Troy position as of Q2 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 42 Helen of Troy shares in Q2 2023, an estimated $4K.
  • Grey Fox Wealth Advisors first reported a position in Helen of Troy in Q1 2023 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's Helen of Troy position peaked at $4K in Q1 2023.
  • 248 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q2 2023, filed 3 Aug 2023.