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Prospera Financial Services’s Helen of Troy HELE Stock Holding History

Prospera Financial Services’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
-19
Closed -$3K – 1159
2022
Q2 		$3K Buy
19
+5
+36% +$943 ﹤0.01% 1513
2022
Q1 		$3K Buy
+14
New +$2.95K ﹤0.01% 2385

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Prospera Financial Services's HELE Position: Q3 2022 in Review

Prospera Financial Services sold out of Helen of Troy (HELE) in Q3 2022, closing a stake of 19 shares — an estimated $3K sold.

Prospera Financial Services first reported a position in HELE in Q1 2022 and held it in 2 quarters. The position peaked at $3K in Q2 2022. 256 funds tracked by Wall St. Rank hold HELE as of Q3 2022.

  • Prospera Financial Services reported no remaining Helen of Troy position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 19 Helen of Troy shares in Q3 2022, an estimated $3K.
  • Prospera Financial Services first reported a position in Helen of Troy in Q1 2022 and held it in 2 quarters.
  • Prospera Financial Services's Helen of Troy position peaked at $3K in Q2 2022.
  • 256 funds tracked by Wall St. Rank held Helen of Troy as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.