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Avior Wealth Management’s Helix Energy Solutions HLX Stock Holding History

Avior Wealth Management’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
2024
Q2 		– Sell
-28
Closed -$303 – 2905
2024
Q1 		$303 Buy
+28
New +$273 ﹤0.01% 2723

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Avior Wealth Management's HLX Position: Q2 2024 in Review

Avior Wealth Management sold out of Helix Energy Solutions (HLX) in Q2 2024, closing a stake of 28 shares — an estimated $303 sold.

Avior Wealth Management first reported a position in HLX in Q1 2024 and held it in 1 quarter. The position peaked at $303 in Q1 2024. 241 funds tracked by Wall St. Rank hold HLX as of Q2 2024.

  • Avior Wealth Management reported no remaining Helix Energy Solutions position as of Q2 2024 after selling out during the quarter.
  • Avior Wealth Management sold 28 Helix Energy Solutions shares in Q2 2024, an estimated $303.
  • Avior Wealth Management first reported a position in Helix Energy Solutions in Q1 2024 and held it in 1 quarter.
  • Avior Wealth Management's Helix Energy Solutions position peaked at $303 in Q1 2024.
  • 241 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2024.

Based on Avior Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.