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Heritage Wealth Management (Arizona)’s Helen of Troy HELE Stock Holding History

Heritage Wealth Management (Arizona)’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
Q4 		$5.77K Buy
52
+26
+100% +$2.53K ﹤0.01% 863
2022
Q3 		$3K Hold
26
– – ﹤0.01% 822
2022
Q2 		$4.22K Hold
26
– – ﹤0.01% 793
2022
Q1 		$5K Buy
+26
New +$5.48K ﹤0.01% 797
2021
Q3 		$6K Hold
26
– – ﹤0.01% 707
2021
Q2 		$6K Buy
+26
New +$5.72K ﹤0.01% 722

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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HELE Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its Helen of Troy (HELE) stake by 100% in Q4 2022, buying an estimated $2.53K and bringing the position to 52 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #863.

Heritage Wealth Management (Arizona) first reported a position in HELE in Q2 2021 and has held it in 6 quarters since. The position peaked at $6K in Q3 2021. 245 funds tracked by Wall St. Rank hold HELE as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 52 shares of Helen of Troy worth $5.77K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 26 Helen of Troy shares in Q4 2022, an estimated $2.53K.
  • Helen of Troy made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #863 holding.
  • Heritage Wealth Management (Arizona) first reported a position in Helen of Troy in Q2 2021 and has held it in 6 quarters since.
  • Heritage Wealth Management (Arizona)'s Helen of Troy position peaked at $6K in Q3 2021.
  • 245 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.