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

Focused 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
2021 Q1	–	Sell	-100	Closed	–	–	951
2020 Q4	$0	Buy	+100	New	+$334	﹤0.01%	858

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Focused Wealth Management's HLX Position: Q1 2021 in Review

Focused Wealth Management sold out of Helix Energy Solutions (HLX) in Q1 2021, closing a stake of 100 shares.

Focused Wealth 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.

Focused Wealth Management reported no remaining Helix Energy Solutions position as of Q1 2021 after selling out during the quarter.
Focused Wealth Management sold 100 Helix Energy Solutions shares in Q1 2021.
Focused Wealth Management first reported a position in Helix Energy Solutions in Q4 2020 and held it in 1 quarter.
Focused Wealth 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 Focused Wealth Management's 13F filing for Q1 2021, filed 3 May 2021.