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JP Morgan Private Wealth Advisors’s Helen of Troy HELE Stock Holding History

JP Morgan Private 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
-2,132
Closed -$203K – 1651
2023
Q1 		$203K Buy
+2,132
New +$228K ﹤0.01% 1829
2022
Q3 		– Sell
-1,755
Closed -$285K – 1947
2022
Q2 		$285K Sell
1,755
-809
-32% -$153K ﹤0.01% 1677
2022
Q1 		$502K Sell
2,564
-572
-18% -$121K ﹤0.01% 1532
2021
Q4 		$767K Buy
3,136
+1,186
+61% +$281K ﹤0.01% 1375
2021
Q3 		$438K Buy
1,950
+33
+2% +$7.55K ﹤0.01% 1548
2021
Q2 		$437K Buy
1,917
+409
+27% +$89.9K ﹤0.01% 1530
2021
Q1 		$318K Sell
1,508
-139
-8% -$31.3K ﹤0.01% 1505
2020
Q4 		$366K Sell
1,647
-88
-5% -$18.1K ﹤0.01% 1414
2020
Q3 		$336K Buy
1,735
+4
+0.2% +$794 ﹤0.01% 1312
2020
Q2 		$326K Sell
1,731
-39
-2% -$6.38K ﹤0.01% 1275
2020
Q1 		$255K Buy
+1,770
New +$300K ﹤0.01% 1193

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $59.7B AUM 29.08% 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 $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Private Wealth Advisors's HELE Position: Q2 2023 in Review

JP Morgan Private Wealth Advisors sold out of Helen of Troy (HELE) in Q2 2023, closing a stake of 2,132 shares — an estimated $203K sold.

JP Morgan Private Wealth Advisors first reported a position in HELE in Q1 2020 and held it in 11 quarters. The position peaked at $767K in Q4 2021. 248 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

  • JP Morgan Private Wealth Advisors reported no remaining Helen of Troy position as of Q2 2023 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 2,132 Helen of Troy shares in Q2 2023, an estimated $203K.
  • JP Morgan Private Wealth Advisors first reported a position in Helen of Troy in Q1 2020 and held it in 11 quarters.
  • JP Morgan Private Wealth Advisors's Helen of Troy position peaked at $767K in Q4 2021.
  • 248 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q2 2023, filed 28 Jul 2023.