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Iron Horse Wealth Management’s Helen of Troy HELE Stock Holding History

Iron Horse Wealth Management’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
Q4 		– Sell
-21
Closed -$2.45K – 509
2023
Q3 		$2.45K Buy
+21
New +$2.62K ﹤0.01% 335

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Iron Horse Wealth Management's HELE Position: Q4 2023 in Review

Iron Horse Wealth Management sold out of Helen of Troy (HELE) in Q4 2023, closing a stake of 21 shares — an estimated $2.45K sold.

Iron Horse Wealth Management first reported a position in HELE in Q3 2023 and held it in 1 quarter. The position peaked at $2.45K in Q3 2023. 261 funds tracked by Wall St. Rank hold HELE as of Q4 2023.

  • Iron Horse Wealth Management reported no remaining Helen of Troy position as of Q4 2023 after selling out during the quarter.
  • Iron Horse Wealth Management sold 21 Helen of Troy shares in Q4 2023, an estimated $2.45K.
  • Iron Horse Wealth Management first reported a position in Helen of Troy in Q3 2023 and held it in 1 quarter.
  • Iron Horse Wealth Management's Helen of Troy position peaked at $2.45K in Q3 2023.
  • 261 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2023.

Based on Iron Horse Wealth Management's 13F filing for Q4 2023, filed 22 Jan 2024.