Laird Norton Wetherby Wealth Management’s Helen of Troy HELE Stock Holding History

Laird Norton Wetherby 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
2022 Q1	–	Sell	-1,015	Closed	-$248K	–	949
2021 Q4	$248K	Sell	1,015 -47	-4%	-$11.1K	0.01%	786
2021 Q3	$239K	Hold	1,062	–	–	0.01%	793
2021 Q2	$242K	Buy	+1,062	New	+$233K	0.01%	792
2021 Q1	–	Sell	-1,298	Closed	-$288K	–	831
2020 Q4	$288K	Buy	+1,298	New	+$267K	0.02%	679

Other funds holding HELE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Laird Norton Wetherby Wealth Management's HELE Position: Q1 2022 in Review

Laird Norton Wetherby Wealth Management sold out of Helen of Troy (HELE) in Q1 2022, closing a stake of 1,015 shares — an estimated $248K sold.

Laird Norton Wetherby Wealth Management first reported a position in HELE in Q4 2020 and held it in 4 quarters. The position peaked at $288K in Q4 2020. 277 funds tracked by Wall St. Rank hold HELE as of Q1 2022.

Laird Norton Wetherby Wealth Management reported no remaining Helen of Troy position as of Q1 2022 after selling out during the quarter.
Laird Norton Wetherby Wealth Management sold 1,015 Helen of Troy shares in Q1 2022, an estimated $248K.
Laird Norton Wetherby Wealth Management first reported a position in Helen of Troy in Q4 2020 and held it in 4 quarters.
Laird Norton Wetherby Wealth Management's Helen of Troy position peaked at $288K in Q4 2020.
277 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2022.

Based on Laird Norton Wetherby Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.