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

Sutton 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
2023 Q1	–	Sell	-3	Closed	-$333	–	1128
2022 Q4	$333	Buy	+3	New	+$292	﹤0.01%	1555
2022 Q3	–	Sell	-5	Closed	-$812	–	1679
2022 Q2	$812	Buy	+5	New	+$943	﹤0.01%	1342
2022 Q1	–	Sell	-3	Closed	-$733	–	1667
2021 Q4	$733	Buy	+3	New	+$711	﹤0.01%	1415
2016 Q2	–	Sell	-389	Closed	-$40.3K	–	1046
2016 Q1	$40.3K	Buy	+389	New	+$36.3K	0.04%	279

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

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

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

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

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

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

Sutton Wealth Advisors's HELE Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Helen of Troy (HELE) in Q1 2023, closing a stake of 3 shares — an estimated $333 sold.

Sutton Wealth Advisors first reported a position in HELE in Q1 2016 and held it in 4 quarters. The position peaked at $40.3K in Q1 2016. 247 funds tracked by Wall St. Rank hold HELE as of Q1 2023.

Sutton Wealth Advisors reported no remaining Helen of Troy position as of Q1 2023 after selling out during the quarter.
Sutton Wealth Advisors sold 3 Helen of Troy shares in Q1 2023, an estimated $333.
Sutton Wealth Advisors first reported a position in Helen of Troy in Q1 2016 and held it in 4 quarters.
Sutton Wealth Advisors's Helen of Troy position peaked at $40.3K in Q1 2016.
247 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.