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Wealthspire Advisors (Maryland)’s Helen of Troy HELE Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-12
Closed -$1K – 1109
2019
Q1 		$1K Buy
12
+7
+140% +$807 ﹤0.01% 2337
2018
Q4 		$1K Hold
5
– – ﹤0.01% 2273
2018
Q3 		$1K Hold
5
– – ﹤0.01% 2287
2018
Q2 		$0 Hold
5
– – ﹤0.01% 2492
2018
Q1 		$0 Buy
+5
New +$455 ﹤0.01% 2551
2017
Q3 		– Sell
-2
Closed – – 2334
2017
Q2 		$0 Buy
+2
New +$186 ﹤0.01% 2224

Other funds holding HELE

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HELE Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Helen of Troy (HELE) in Q2 2019, closing a stake of 12 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in HELE in Q2 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 263 funds tracked by Wall St. Rank hold HELE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Helen of Troy position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 Helen of Troy shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Helen of Troy in Q2 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Helen of Troy position peaked at $1K in Q1 2019.
  • 263 funds tracked by Wall St. Rank held Helen of Troy as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.