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Guyasuta Investment Advisors’s Helix Energy Solutions HLX Stock Holding History

Guyasuta Investment Advisors’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
Q4 		– Sell
-21,570
Closed -$241K – 248
2023
Q3 		$241K Buy
+21,570
New +$208K 0.02% 211
2022
Q3 		– Sell
-121,470
Closed -$377K – 236
2022
Q2 		$377K Buy
121,470
+2,000
+2% +$8.65K 0.03% 191
2022
Q1 		$571K Sell
119,470
-7,385
-6% -$30.3K 0.04% 176
2021
Q4 		$396K Buy
126,855
+14,400
+13% +$53.1K 0.03% 209
2021
Q3 		$436K Hold
112,455
– – 0.03% 196
2021
Q2 		$642K Sell
112,455
-9,145
-8% -$48.1K 0.05% 158
2021
Q1 		$614K Sell
121,600
-40,665
-25% -$203K 0.05% 155
2020
Q4 		$682K Sell
162,265
-270
-0.2% -$902 0.06% 144
2020
Q3 		$392K Buy
162,535
+52,700
+48% +$192K 0.04% 165
2020
Q2 		$381K Buy
+109,835
New +$297K 0.04% 159
2020
Q1 		– Sell
-104,765
Closed -$1.01M – 194
2019
Q4 		$1.01M Sell
104,765
-8,235
-7% -$71.3K 0.1% 109
2019
Q3 		$911K Sell
113,000
-10,000
-8% -$80.7K 0.09% 109
2019
Q2 		$1.06M Buy
123,000
+20,200
+20% +$157K 0.11% 99
2019
Q1 		$813K Hold
102,800
– – 0.09% 117
2018
Q4 		$556K Sell
102,800
-8,800
-8% -$71.7K 0.07% 129
2018
Q3 		$1.1M Sell
111,600
-43,000
-28% -$392K 0.12% 101
2018
Q2 		$1.29M Buy
154,600
+3,100
+2% +$22.8K 0.15% 86
2018
Q1 		$877K Buy
+151,500
New +$1.06M 0.1% 111

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Guyasuta Investment Advisors's HLX Position: Q4 2023 in Review

Guyasuta Investment Advisors sold out of Helix Energy Solutions (HLX) in Q4 2023, closing a stake of 21,570 shares — an estimated $241K sold.

Guyasuta Investment Advisors first reported a position in HLX in Q1 2018 and held it in 18 quarters. The position peaked at $1.29M in Q2 2018. 241 funds tracked by Wall St. Rank hold HLX as of Q4 2023.

  • Guyasuta Investment Advisors reported no remaining Helix Energy Solutions position as of Q4 2023 after selling out during the quarter.
  • Guyasuta Investment Advisors sold 21,570 Helix Energy Solutions shares in Q4 2023, an estimated $241K.
  • Guyasuta Investment Advisors first reported a position in Helix Energy Solutions in Q1 2018 and held it in 18 quarters.
  • Guyasuta Investment Advisors's Helix Energy Solutions position peaked at $1.29M in Q2 2018.
  • 241 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2023.

Based on Guyasuta Investment Advisors's 13F filing for Q4 2023, filed 5 Feb 2024.