Arkadios Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History

Arkadios Wealth Advisors’s Portfolio HLX Stock Details HLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-150	Closed	–	–	1091
2021 Q3	$0	Sell	150 -150	-50%	-$618	﹤0.01%	1942
2021 Q2	$1K	Hold	300	–	–	﹤0.01%	1901
2021 Q1	$1K	Buy	+300	New	+$1.49K	﹤0.01%	1587

Other funds holding HLX

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Arkadios Wealth Advisors's HLX Position: Q4 2021 in Review

Arkadios Wealth Advisors sold out of Helix Energy Solutions (HLX) in Q4 2021, closing a stake of 150 shares.

Arkadios Wealth Advisors first reported a position in HLX in Q1 2021 and held it in 3 quarters. The position peaked at $1K in Q2 2021. 186 funds tracked by Wall St. Rank hold HLX as of Q4 2021.

Arkadios Wealth Advisors reported no remaining Helix Energy Solutions position as of Q4 2021 after selling out during the quarter.
Arkadios Wealth Advisors sold 150 Helix Energy Solutions shares in Q4 2021.
Arkadios Wealth Advisors first reported a position in Helix Energy Solutions in Q1 2021 and held it in 3 quarters.
Arkadios Wealth Advisors's Helix Energy Solutions position peaked at $1K in Q2 2021.
186 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2021.

Based on Arkadios Wealth Advisors's 13F filing for Q4 2021, filed 3 Feb 2022.