U.S. Capital Wealth Advisors’s Helen of Troy HELE Stock Holding History

U.S. Capital 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	-144	Closed	-$16K	–	1016
2022 Q4	$16K	Buy	+144	New	+$14K	﹤0.01%	1157

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

U.S. Capital Wealth Advisors's HELE Position: Q1 2023 in Review

U.S. Capital Wealth Advisors sold out of Helen of Troy (HELE) in Q1 2023, closing a stake of 144 shares — an estimated $16K sold.

U.S. Capital Wealth Advisors first reported a position in HELE in Q4 2022 and held it in 1 quarter. The position peaked at $16K in Q4 2022. 247 funds tracked by Wall St. Rank hold HELE as of Q1 2023.

U.S. Capital Wealth Advisors reported no remaining Helen of Troy position as of Q1 2023 after selling out during the quarter.
U.S. Capital Wealth Advisors sold 144 Helen of Troy shares in Q1 2023, an estimated $16K.
U.S. Capital Wealth Advisors first reported a position in Helen of Troy in Q4 2022 and held it in 1 quarter.
U.S. Capital Wealth Advisors's Helen of Troy position peaked at $16K in Q4 2022.
247 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2023.

Based on U.S. Capital Wealth Advisors's 13F filing for Q1 2023, filed 11 May 2023.