Pinnacle Wealth Management Advisory Group’s Helen of Troy HELE Stock Holding History

Pinnacle Wealth Management Advisory Group’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 Q3	–	Sell	-1,600	Closed	-$260K	–	282
2022 Q2	$260K	Sell	1,600 -2,300	-59%	-$434K	0.04%	242
2022 Q1	$764K	Buy	+3,900	New	+$822K	0.11%	146

Other funds holding HELE

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

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pinnacle Wealth Management Advisory Group's HELE Position: Q3 2022 in Review

Pinnacle Wealth Management Advisory Group sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 1,600 shares — an estimated $260K sold.

Pinnacle Wealth Management Advisory Group first reported a position in HELE in Q1 2022 and held it in 2 quarters. The position peaked at $764K in Q1 2022. 256 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

Pinnacle Wealth Management Advisory Group reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
Pinnacle Wealth Management Advisory Group sold 1,600 Helen of Troy shares in Q3 2022, an estimated $260K.
Pinnacle Wealth Management Advisory Group first reported a position in Helen of Troy in Q1 2022 and held it in 2 quarters.
Pinnacle Wealth Management Advisory Group's Helen of Troy position peaked at $764K in Q1 2022.
256 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q3 2022, filed 10 Nov 2022.