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CRA Financial Services’s Helix Energy Solutions HLX Stock Holding History

CRA Financial Services’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
2022
Q1 		– Sell
-65,076
Closed -$203K – 213
2021
Q4 		$203K Buy
+65,076
New +$240K 0.06% 201
2020
Q4 		– Sell
-20,401
Closed -$49K – 163
2020
Q3 		$49K Sell
20,401
-74,475
-78% -$272K 0.02% 142
2020
Q2 		$329K Buy
+94,876
New +$257K 0.17% 100

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CRA Financial Services's HLX Position: Q1 2022 in Review

CRA Financial Services sold out of Helix Energy Solutions (HLX) in Q1 2022, closing a stake of 65,076 shares — an estimated $203K sold.

CRA Financial Services first reported a position in HLX in Q2 2020 and held it in 3 quarters. The position peaked at $329K in Q2 2020. 191 funds tracked by Wall St. Rank hold HLX as of Q1 2022.

  • CRA Financial Services reported no remaining Helix Energy Solutions position as of Q1 2022 after selling out during the quarter.
  • CRA Financial Services sold 65,076 Helix Energy Solutions shares in Q1 2022, an estimated $203K.
  • CRA Financial Services first reported a position in Helix Energy Solutions in Q2 2020 and held it in 3 quarters.
  • CRA Financial Services's Helix Energy Solutions position peaked at $329K in Q2 2020.
  • 191 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2022.

Based on CRA Financial Services's 13F filing for Q1 2022, filed 15 Apr 2022.