RMR Wealth Builders’s Helen of Troy HELE Stock Holding History

RMR Wealth Builders’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
2021 Q2	–	Sell	-200	Closed	-$42K	–	377
2021 Q1	$42K	Buy	+200	New	+$45.1K	0.01%	388

Other funds holding HELE

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

RMR Wealth Builders's HELE Position: Q2 2021 in Review

RMR Wealth Builders sold out of Helen of Troy (HELE) in Q2 2021, closing a stake of 200 shares — an estimated $42K sold.

RMR Wealth Builders first reported a position in HELE in Q1 2021 and held it in 1 quarter. The position peaked at $42K in Q1 2021. 287 funds tracked by Wall St. Rank hold HELE as of Q2 2021.

RMR Wealth Builders reported no remaining Helen of Troy position as of Q2 2021 after selling out during the quarter.
RMR Wealth Builders sold 200 Helen of Troy shares in Q2 2021, an estimated $42K.
RMR Wealth Builders first reported a position in Helen of Troy in Q1 2021 and held it in 1 quarter.
RMR Wealth Builders's Helen of Troy position peaked at $42K in Q1 2021.
287 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.