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JOYN Advisors’s Helen of Troy HELE Stock Holding History

JOYN 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
2019
Q1 		– Sell
-152
Closed -$20K – 649
2018
Q4 		$20K Sell
152
-25
-14% -$3.28K ﹤0.01% 662
2018
Q3 		$23K Sell
177
-12
-6% -$1.41K ﹤0.01% 639
2018
Q2 		$19K Sell
189
-373
-66% -$34K ﹤0.01% 695
2018
Q1 		$49K Buy
+562
New +$51.1K 0.01% 460

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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

JOYN Advisors's HELE Position: Q1 2019 in Review

JOYN Advisors sold out of Helen of Troy (HELE) in Q1 2019, closing a stake of 152 shares — an estimated $20K sold.

JOYN Advisors first reported a position in HELE in Q1 2018 and held it in 4 quarters. The position peaked at $49K in Q1 2018. 264 funds tracked by Wall St. Rank hold HELE as of Q1 2019.

  • JOYN Advisors reported no remaining Helen of Troy position as of Q1 2019 after selling out during the quarter.
  • JOYN Advisors sold 152 Helen of Troy shares in Q1 2019, an estimated $20K.
  • JOYN Advisors first reported a position in Helen of Troy in Q1 2018 and held it in 4 quarters.
  • JOYN Advisors's Helen of Troy position peaked at $49K in Q1 2018.
  • 264 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2019.

Based on JOYN Advisors's 13F filing for Q1 2019, filed 9 May 2019.