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Helen Of Troy shares owned by Focused Wealth Management

Quarter-by-quarter ownership of Helen Of Troy (HELE) shares owned by Focused Wealth Management from 13F filings

Historical chart of Focused Wealth Management investment in Helen Of Troy

Tip: Access up to 7 years of quarterly data

All positions including Helen Of Troy held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Helen Of Troy by Focused Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $85k 700 120.81
2023-09-30 $82k 700 116.56
2023-06-30 $76k 700 108.02
2023-03-31 $63k 660 95.17
2022-12-31 $110k 990 110.91

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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Focused Wealth Management

Top funds holding Helen Of Troy

Vanguard Group
Cooke & Bieler
Dimensional Fund Advisors
Allspring Global Investments Holdings
Jpmorgan Chase & Co
Earnest Partners
Barclays
Fisher Investments
Charles Schwab Investment Management
Massachusetts Financial Services
Citadel Advisors
Goldman Sachs Group
Man Group
Bank of New York Mellon
Norges Bank Investment Management

View all funds holding Helen Of Troy