Creative Financial Designs’s Helix Energy Solutions HLX Stock Holding History

Creative Financial Designs’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	-709	Closed	-$3K	–	1313
2021 Q3	$3K	Hold	709	–	–	﹤0.01%	1250
2021 Q2	$4K	Hold	709	–	–	﹤0.01%	1214
2021 Q1	$4K	Hold	709	–	–	﹤0.01%	1101
2020 Q4	$3K	Hold	709	–	–	﹤0.01%	1074
2020 Q3	$2K	Hold	709	–	–	﹤0.01%	1093
2020 Q2	$2K	Buy	+709	New	+$1.92K	﹤0.01%	1029

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

Creative Financial Designs's HLX Position: Q4 2021 in Review

Creative Financial Designs sold out of Helix Energy Solutions (HLX) in Q4 2021, closing a stake of 709 shares — an estimated $3K sold.

Creative Financial Designs first reported a position in HLX in Q2 2020 and held it in 6 quarters. The position peaked at $4K in Q2 2021. 186 funds tracked by Wall St. Rank hold HLX as of Q4 2021.

Creative Financial Designs reported no remaining Helix Energy Solutions position as of Q4 2021 after selling out during the quarter.
Creative Financial Designs sold 709 Helix Energy Solutions shares in Q4 2021, an estimated $3K.
Creative Financial Designs first reported a position in Helix Energy Solutions in Q2 2020 and held it in 6 quarters.
Creative Financial Designs's Helix Energy Solutions position peaked at $4K in Q2 2021.
186 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2021.

Based on Creative Financial Designs's 13F filing for Q4 2021, filed 26 Jan 2022.