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Riverview Trust Company’s Helen of Troy HELE Stock Holding History

Riverview Trust Company’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
2023
Q2 		– Sell
-122
Closed -$11.6K – 713
2023
Q1 		$11.6K Hold
122
– – 0.01% 646
2022
Q4 		$14K Buy
+122
New +$11.9K 0.01% 483

Other funds holding HELE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

Riverview Trust Company's HELE Position: Q2 2023 in Review

Riverview Trust Company sold out of Helen of Troy (HELE) in Q2 2023, closing a stake of 122 shares — an estimated $11.6K sold.

Riverview Trust Company first reported a position in HELE in Q4 2022 and held it in 2 quarters. The position peaked at $14K in Q4 2022. 247 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

  • Riverview Trust Company reported no remaining Helen of Troy position as of Q2 2023 after selling out during the quarter.
  • Riverview Trust Company sold 122 Helen of Troy shares in Q2 2023, an estimated $11.6K.
  • Riverview Trust Company first reported a position in Helen of Troy in Q4 2022 and held it in 2 quarters.
  • Riverview Trust Company's Helen of Troy position peaked at $14K in Q4 2022.
  • 247 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on Riverview Trust Company's 13F filing for Q2 2023, filed 18 Jul 2023.