Wealthcare Advisory Partners’s Helen of Troy HELE Stock Holding History

Wealthcare Advisory Partners’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
2020 Q2	–	Sell	-112	Closed	-$16K	–	778
2020 Q1	$16K	Hold	112	–	–	﹤0.01%	792
2019 Q4	$20K	Hold	112	–	–	﹤0.01%	761
2019 Q3	$18K	Hold	112	–	–	﹤0.01%	772
2019 Q2	$15K	Hold	112	–	–	﹤0.01%	800
2019 Q1	$13K	Hold	112	–	–	﹤0.01%	755
2018 Q4	$15K	Hold	112	–	–	﹤0.01%	699
2018 Q3	$15K	Hold	112	–	–	﹤0.01%	750
2018 Q2	$11K	Buy	+112	New	+$10.2K	﹤0.01%	805
2018 Q1	–	Sell	-2	Closed	–	–	1152
2017 Q4	$0	Buy	+2	New	+$184	﹤0.01%	1124

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

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

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Wealthcare Advisory Partners's HELE Position: Q2 2020 in Review

Wealthcare Advisory Partners sold out of Helen of Troy (HELE) in Q2 2020, closing a stake of 112 shares — an estimated $16K sold.

Wealthcare Advisory Partners first reported a position in HELE in Q4 2017 and held it in 9 quarters. The position peaked at $20K in Q4 2019. 269 funds tracked by Wall St. Rank hold HELE as of Q2 2020.

Wealthcare Advisory Partners reported no remaining Helen of Troy position as of Q2 2020 after selling out during the quarter.
Wealthcare Advisory Partners sold 112 Helen of Troy shares in Q2 2020, an estimated $16K.
Wealthcare Advisory Partners first reported a position in Helen of Troy in Q4 2017 and held it in 9 quarters.
Wealthcare Advisory Partners's Helen of Troy position peaked at $20K in Q4 2019.
269 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2020.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2020, filed 29 Jul 2020.