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Obermeyer Wealth Partners’s Helen of Troy HELE Stock Holding History

Obermeyer Wealth 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
2022
Q1 		– Sell
-1,000
Closed -$244K – 241
2021
Q4 		$244K Hold
1,000
– – 0.01% 198
2021
Q3 		$225K Hold
1,000
– – 0.01% 198
2021
Q2 		$228K Hold
1,000
– – 0.01% 195
2021
Q1 		$211K Hold
1,000
– – 0.01% 189
2020
Q4 		$222K Buy
+1,000
New +$206K 0.01% 142

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
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 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 $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Obermeyer Wealth Partners's HELE Position: Q1 2022 in Review

Obermeyer Wealth Partners sold out of Helen of Troy (HELE) in Q1 2022, closing a stake of 1,000 shares — an estimated $244K sold.

Obermeyer Wealth Partners first reported a position in HELE in Q4 2020 and held it in 5 quarters. The position peaked at $244K in Q4 2021. 277 funds tracked by Wall St. Rank hold HELE as of Q1 2022.

  • Obermeyer Wealth Partners reported no remaining Helen of Troy position as of Q1 2022 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,000 Helen of Troy shares in Q1 2022, an estimated $244K.
  • Obermeyer Wealth Partners first reported a position in Helen of Troy in Q4 2020 and held it in 5 quarters.
  • Obermeyer Wealth Partners's Helen of Troy position peaked at $244K in Q4 2021.
  • 277 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2022.

Based on Obermeyer Wealth Partners's 13F filing for Q1 2022, filed 16 May 2022.