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

TCI 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
Q2 		– Sell
-140
Closed -$13.3K – 1063
2023
Q1 		$13.3K Hold
140
– – ﹤0.01% 914
2022
Q4 		$15.5K Buy
140
+73
+109% +$7.11K ﹤0.01% 817
2022
Q3 		$6K Sell
67
-49
-42% -$6.3K ﹤0.01% 1339
2022
Q2 		$19K Buy
116
+58
+100% +$10.9K ﹤0.01% 658
2022
Q1 		$12K Sell
58
-78
-57% -$16.4K ﹤0.01% 981
2021
Q4 		$33K Hold
136
– – ﹤0.01% 509
2021
Q3 		$31K Buy
136
+37
+37% +$8.47K ﹤0.01% 537
2021
Q2 		$23K Buy
99
+2
+2% +$440 ﹤0.01% 569
2021
Q1 		$20K Buy
97
+39
+67% +$8.79K 0.01% 572
2020
Q4 		$13K Hold
58
– – 0.01% 583
2020
Q3 		$11K Sell
58
-2
-3% -$397 ﹤0.01% 564
2020
Q2 		$11K Sell
60
-19
-24% -$3.11K ﹤0.01% 550
2020
Q1 		$11K Sell
79
-58
-42% -$9.83K 0.01% 547
2019
Q4 		$25K Sell
137
-3
-2% -$481 0.01% 509
2019
Q3 		$22K Hold
140
– – 0.01% 471
2019
Q2 		$18K Buy
140
+6
+4% +$785 0.01% 490
2019
Q1 		$16K Hold
134
– – 0.01% 535
2018
Q4 		$18K Sell
134
-47
-26% -$6.17K 0.01% 495
2018
Q3 		$24K Hold
181
– – 0.01% 464
2018
Q2 		$18K Hold
181
– – 0.01% 505
2018
Q1 		$16K Hold
181
– – 0.01% 527
2017
Q4 		$17K Hold
181
– – 0.01% 522
2017
Q3 		$18K Hold
181
– – 0.01% 478
2017
Q2 		$17K Hold
181
– – 0.01% 484
2017
Q1 		$17K Hold
181
– – 0.01% 470
2016
Q4 		$15K Hold
181
– – 0.01% 542
2016
Q3 		$16K Hold
181
– – 0.01% 474
2016
Q2 		$19K Hold
181
– – 0.01% 453
2016
Q1 		$19K Hold
181
– – 0.01% 451
2015
Q4 		$17K Buy
+181
New +$18.1K 0.01% 466

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

TCI Wealth Advisors's HELE Position: Q2 2023 in Review

TCI Wealth Advisors sold out of Helen of Troy (HELE) in Q2 2023, closing a stake of 140 shares — an estimated $13.3K sold.

TCI Wealth Advisors first reported a position in HELE in Q4 2015 and held it in 30 quarters. The position peaked at $33K in Q4 2021. 247 funds tracked by Wall St. Rank hold HELE as of Q2 2023.

  • TCI Wealth Advisors reported no remaining Helen of Troy position as of Q2 2023 after selling out during the quarter.
  • TCI Wealth Advisors sold 140 Helen of Troy shares in Q2 2023, an estimated $13.3K.
  • TCI Wealth Advisors first reported a position in Helen of Troy in Q4 2015 and held it in 30 quarters.
  • TCI Wealth Advisors's Helen of Troy position peaked at $33K in Q4 2021.
  • 247 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2023.

Based on TCI Wealth Advisors's 13F filing for Q2 2023, filed 4 Aug 2023.