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Coppell Advisory Solutions Corp’s Helix Energy Solutions HLX Stock Holding History

Coppell Advisory Solutions Corp’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
2023
Q1 		– Sell
-81
Closed -$598 – 591
2022
Q4 		$598 Buy
+81
New +$486 ﹤0.01% 998

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Coppell Advisory Solutions Corp's HLX Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Helix Energy Solutions (HLX) in Q1 2023, closing a stake of 81 shares — an estimated $598 sold.

Coppell Advisory Solutions Corp first reported a position in HLX in Q4 2022 and held it in 1 quarter. The position peaked at $598 in Q4 2022. 228 funds tracked by Wall St. Rank hold HLX as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Helix Energy Solutions position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 81 Helix Energy Solutions shares in Q1 2023, an estimated $598.
  • Coppell Advisory Solutions Corp first reported a position in Helix Energy Solutions in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Helix Energy Solutions position peaked at $598 in Q4 2022.
  • 228 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.