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Financial Gravity Asset Management’s Helix Energy Solutions HLX Stock Holding History

Financial Gravity Asset 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
2021
Q1 		– Sell
-4
Closed – – 820
2020
Q4 		$0 Buy
+4
New +$13 ﹤0.01% 567

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Gravity Asset Management's HLX Position: Q1 2021 in Review

Financial Gravity Asset Management sold out of Helix Energy Solutions (HLX) in Q1 2021, closing a stake of 4 shares.

Financial Gravity Asset Management first reported a position in HLX in Q4 2020 and held it in 1 quarter. The position peaked at $0 in Q4 2020. 183 funds tracked by Wall St. Rank hold HLX as of Q1 2021.

  • Financial Gravity Asset Management reported no remaining Helix Energy Solutions position as of Q1 2021 after selling out during the quarter.
  • Financial Gravity Asset Management sold 4 Helix Energy Solutions shares in Q1 2021.
  • Financial Gravity Asset Management first reported a position in Helix Energy Solutions in Q4 2020 and held it in 1 quarter.
  • Financial Gravity Asset Management's Helix Energy Solutions position peaked at $0 in Q4 2020.
  • 183 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2021.

Based on Financial Gravity Asset Management's 13F filing for Q1 2021, filed 17 May 2021.