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Milestone Advisory Partners’s Helen of Troy HELE Stock Holding History

Milestone Advisory Partners’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
2021
Q2 		– Sell
-1,073
Closed -$226K – 88
2021
Q1 		$226K Buy
+1,073
New +$242K 0.12% 75

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
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
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
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Milestone Advisory Partners's HELE Position: Q2 2021 in Review

Milestone Advisory Partners sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 1,073 shares — an estimated $226K sold.

Milestone Advisory Partners first reported a position in HELE in Q1 2021 and held it in 1 quarter. The position peaked at $226K in Q1 2021. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

  • Milestone Advisory Partners reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
  • Milestone Advisory Partners sold 1,073 Helen of Troy shares in Q2 2021, an estimated $226K.
  • Milestone Advisory Partners first reported a position in Helen of Troy in Q1 2021 and held it in 1 quarter.
  • Milestone Advisory Partners's Helen of Troy position peaked at $226K in Q1 2021.
  • 287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on Milestone Advisory Partners's 13F filing for Q2 2021, filed 13 Aug 2021.