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JFS Wealth Advisors’s Helen of Troy HELE Stock Holding History

JFS 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
2025
Q1 		– Sell
-33
Closed -$1.98K – 1962
2024
Q4 		$1.98K Hold
33
– – ﹤0.01% 1484
2024
Q3 		$2.04K Sell
33
-10
-23% -$591 ﹤0.01% 1480
2024
Q2 		$3.99K Hold
43
– – ﹤0.01% 1162
2024
Q1 		$4.96K Buy
43
+33
+330% +$3.94K ﹤0.01% 1104
2023
Q4 		$1.21K Sell
10
-2
-17% -$216 ﹤0.01% 1598
2023
Q3 		$1.4K Buy
12
+2
+20% +$249 ﹤0.01% 1493
2023
Q2 		$1.08K Buy
10
+5
+100% +$479 ﹤0.01% 1579
2023
Q1 		$476 Sell
5
-8
-62% -$856 ﹤0.01% 1725
2022
Q4 		$1.44K Sell
13
-26
-67% -$2.53K ﹤0.01% 1496
2022
Q3 		$4K Buy
39
+13
+50% +$1.67K ﹤0.01% 1064
2022
Q2 		$4K Sell
26
-6
-19% -$1.13K ﹤0.01% 1077
2022
Q1 		$6K Buy
32
+26
+433% +$5.48K ﹤0.01% 971
2021
Q4 		$1K Buy
+6
New +$1.42K ﹤0.01% 1387

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
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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

JFS Wealth Advisors's HELE Position: Q1 2025 in Review

JFS Wealth Advisors sold out of Helen of Troy (HELE) in Q1 2025, closing a stake of 33 shares — an estimated $1.98K sold.

JFS Wealth Advisors first reported a position in HELE in Q4 2021 and held it in 13 quarters. The position peaked at $6K in Q1 2022. 228 funds tracked by Wall St. Rank hold HELE as of Q1 2025.

  • JFS Wealth Advisors reported no remaining Helen of Troy position as of Q1 2025 after selling out during the quarter.
  • JFS Wealth Advisors sold 33 Helen of Troy shares in Q1 2025, an estimated $1.98K.
  • JFS Wealth Advisors first reported a position in Helen of Troy in Q4 2021 and held it in 13 quarters.
  • JFS Wealth Advisors's Helen of Troy position peaked at $6K in Q1 2022.
  • 228 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2025.

Based on JFS Wealth Advisors's 13F filing for Q1 2025, filed 22 Apr 2025.