SOA Wealth Advisors’s Helen of Troy HELE Stock Holding History

SOA Wealth Advisors’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
2024 Q2	–	Sell	-250	Closed	-$28.8K	–	883
2024 Q1	$28.8K	Hold	250	–	–	0.01%	385
2023 Q4	$30.2K	Hold	250	–	–	0.01%	360
2023 Q3	$29.1K	Hold	250	–	–	0.01%	352
2023 Q2	$27K	Hold	250	–	–	0.01%	377
2023 Q1	$23.8K	Hold	250	–	–	0.01%	394
2022 Q4	$27.7K	Hold	250	–	–	0.01%	354
2022 Q3	$24K	Hold	250	–	–	0.01%	356
2022 Q2	$40K	Sell	250 -750	-75%	-$141K	0.01%	290
2022 Q1	$195K	Hold	1,000	–	–	0.05%	162
2021 Q4	$242K	Hold	1,000	–	–	0.06%	143
2021 Q3	$224K	Buy	+1,000	New	+$229K	0.06%	145
2021 Q2	–	Sell	-1,000	Closed	-$210K	–	905
2021 Q1	$210K	Hold	1,000	–	–	0.06%	138
2020 Q4	$231K	Buy	+1,000	New	+$206K	0.06%	130

Other funds holding HELE

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

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

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

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

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

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

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

SCM

Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SOA Wealth Advisors's HELE Position: Q2 2024 in Review

SOA Wealth Advisors sold out of Helen of Troy (HELE) in Q2 2024, closing a stake of 250 shares — an estimated $28.8K sold.

SOA Wealth Advisors first reported a position in HELE in Q4 2020 and held it in 13 quarters. The position peaked at $242K in Q4 2021. 254 funds tracked by Wall St. Rank hold HELE as of Q2 2024.

SOA Wealth Advisors reported no remaining Helen of Troy position as of Q2 2024 after selling out during the quarter.
SOA Wealth Advisors sold 250 Helen of Troy shares in Q2 2024, an estimated $28.8K.
SOA Wealth Advisors first reported a position in Helen of Troy in Q4 2020 and held it in 13 quarters.
SOA Wealth Advisors's Helen of Troy position peaked at $242K in Q4 2021.
254 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2024.

Based on SOA Wealth Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.