KFI
HELE icon

Key Financial Inc’s Helen of Troy HELE Stock Holding History

Key Financial Inc’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
Q1 		– Sell
-36
Closed -$3.47K – 1183
2022
Q4 		$3.47K Hold
36
– – ﹤0.01% 858
2022
Q3 		$3K Hold
36
– – ﹤0.01% 885
2022
Q2 		$6K Hold
36
– – ﹤0.01% 750
2022
Q1 		$7K Buy
+36
New +$7.58K ﹤0.01% 719

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Key Financial Inc's HELE Position: Q1 2023 in Review

Key Financial Inc sold out of Helen of Troy (HELE) in Q1 2023, closing a stake of 36 shares — an estimated $3.47K sold.

Key Financial Inc first reported a position in HELE in Q1 2022 and held it in 4 quarters. The position peaked at $7K in Q1 2022. 247 funds tracked by Wall St. Rank hold HELE as of Q1 2023.

  • Key Financial Inc reported no remaining Helen of Troy position as of Q1 2023 after selling out during the quarter.
  • Key Financial Inc sold 36 Helen of Troy shares in Q1 2023, an estimated $3.47K.
  • Key Financial Inc first reported a position in Helen of Troy in Q1 2022 and held it in 4 quarters.
  • Key Financial Inc's Helen of Troy position peaked at $7K in Q1 2022.
  • 247 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2023.

Based on Key Financial Inc's 13F filing for Q1 2023, filed 2 May 2023.