Reilly Financial Advisors’s Helen of Troy HELE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $49K | Hold |
200
| – | – | ﹤0.01% | 404 |
|
|
2021
Q3 | $45K | Hold |
200
| – | – | ﹤0.01% | 391 |
|
|
2021
Q2 | $46K | Hold |
200
| – | – | ﹤0.01% | 390 |
|
|
2021
Q1 | $42K | Hold |
200
| – | – | ﹤0.01% | 389 |
|
|
2020
Q4 | $44K | Hold |
200
| – | – | ﹤0.01% | 358 |
|
|
2020
Q3 | $39K | Hold |
200
| – | – | ﹤0.01% | 335 |
|
|
2020
Q2 | $38K | Hold |
200
| – | – | ﹤0.01% | 344 |
|
|
2020
Q1 | $29K | Hold |
200
| – | – | ﹤0.01% | 379 |
|
|
2019
Q4 | $36K | Hold |
200
| – | – | ﹤0.01% | 391 |
|
|
2019
Q3 | $32K | Hold |
200
| – | – | ﹤0.01% | 419 |
|
|
2019
Q2 | $26K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
|
2019
Q1 | $23K | Hold |
200
| – | – | ﹤0.01% | 497 |
|
|
2018
Q4 | $26K | Hold |
200
| – | – | ﹤0.01% | 439 |
|
|
2018
Q3 | $26K | Hold |
200
| – | – | ﹤0.01% | 489 |
|
|
2018
Q2 | $20K | Hold |
200
| – | – | ﹤0.01% | 500 |
|
|
2018
Q1 | $17K | Hold |
200
| – | – | ﹤0.01% | 533 |
|
|
2017
Q4 | $19K | Hold |
200
| – | – | ﹤0.01% | 526 |
|
|
2017
Q3 | $19K | Hold |
200
| – | – | ﹤0.01% | 502 |
|
|
2017
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 508 |
|
|
2017
Q1 | $19K | Hold |
200
| – | – | ﹤0.01% | 483 |
|
|
2016
Q4 | $17K | Hold |
200
| – | – | ﹤0.01% | 475 |
|
|
2016
Q3 | $17K | Hold |
200
| – | – | ﹤0.01% | 431 |
|
|
2016
Q2 | $21K | Hold |
200
| – | – | ﹤0.01% | 380 |
|
|
2016
Q1 | $21K | Hold |
200
| – | – | ﹤0.01% | 585 |
|
|
2015
Q4 | $19K | Hold |
200
| – | – | ﹤0.01% | 628 |
|
|
2015
Q3 | $18K | Hold |
200
| – | – | ﹤0.01% | 641 |
|
|
2015
Q2 | $19K | Hold |
200
| – | – | ﹤0.01% | 689 |
|
|
2015
Q1 | $16K | Hold |
200
| – | – | ﹤0.01% | 720 |
|
|
2014
Q4 | $13K | Hold |
200
| – | – | ﹤0.01% | 463 |
|
|
2014
Q3 | $11K | Hold |
200
| – | – | ﹤0.01% | 503 |
|
|
2014
Q2 | $12K | Hold |
200
| – | – | ﹤0.01% | 519 |
|
|
2014
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 491 |
|
|
2013
Q4 | $10K | Hold |
200
| – | – | ﹤0.01% | 541 |
|
|
2013
Q3 | $9K | Hold |
200
| – | – | ﹤0.01% | 493 |
|
|
2013
Q2 | $8K | Buy |
+200
| New | +$7.6K | ﹤0.01% | 523 |
|
Other funds holding HELE
CB
Reilly Financial Advisors's HELE Position: Q4 2021 in Review
Reilly Financial Advisors held its Helen of Troy (HELE) position steady in Q4 2021 at 200 shares worth $49K. The position accounts for ﹤0.01% of the portfolio, ranked #404.
Reilly Financial Advisors first reported a position in HELE in Q2 2013 and has held it in 35 quarters since. 291 funds tracked by Wall St. Rank hold HELE as of Q4 2021.
- Reilly Financial Advisors held 200 shares of Helen of Troy worth $49K as of Q4 2021.
- Reilly Financial Advisors left its Helen of Troy share count unchanged in Q4 2021.
- Helen of Troy made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #404 holding.
- Reilly Financial Advisors first reported a position in Helen of Troy in Q2 2013 and has held it in 35 quarters since.
- 291 funds tracked by Wall St. Rank held Helen of Troy as of Q4 2021.
Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.