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WealthSource Partners’s Helen of Troy HELE Stock Holding History

WealthSource 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
Q1 		– Sell
-1,600
Closed -$288K – 375
2019
Q4 		$288K Hold
1,600
– – 0.04% 321
2019
Q3 		$252K Buy
+1,600
New +$238K 0.04% 353
2017
Q2 		– Sell
-2,125
Closed -$200K – 296
2017
Q1 		$200K Buy
+2,125
New +$200K 0.07% 267

Other funds holding HELE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.84B AUM 6.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WealthSource Partners's HELE Position: Q1 2020 in Review

WealthSource Partners sold out of Helen of Troy (HELE) in Q1 2020, closing a stake of 1,600 shares — an estimated $288K sold.

WealthSource Partners first reported a position in HELE in Q1 2017 and held it in 3 quarters. The position peaked at $288K in Q4 2019. 262 funds tracked by Wall St. Rank hold HELE as of Q1 2020.

  • WealthSource Partners reported no remaining Helen of Troy position as of Q1 2020 after selling out during the quarter.
  • WealthSource Partners sold 1,600 Helen of Troy shares in Q1 2020, an estimated $288K.
  • WealthSource Partners first reported a position in Helen of Troy in Q1 2017 and held it in 3 quarters.
  • WealthSource Partners's Helen of Troy position peaked at $288K in Q4 2019.
  • 262 funds tracked by Wall St. Rank held Helen of Troy as of Q1 2020.

Based on WealthSource Partners's 13F filing for Q1 2020, filed 12 May 2020.