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Harel Insurance Investments & Financial Services’s Helix Energy Solutions HLX Stock Holding History

Harel Insurance Investments & 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
2021
Q4 		– Sell
-70,000
Closed -$272K – 772
2021
Q3 		$272K Hold
70,000
– – 0.01% 326
2021
Q2 		$1.3M Buy
70,000
+5,000
+8% +$26.3K 0.03% 273
2021
Q1 		$1.1M Buy
+65,000
New +$324K 0.02% 340

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Dimensional Fund Advisors
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Harel Insurance Investments & Financial Services's HLX Position: Q4 2021 in Review

Harel Insurance Investments & Financial Services sold out of Helix Energy Solutions (HLX) in Q4 2021, closing a stake of 70,000 shares — an estimated $272K sold.

Harel Insurance Investments & Financial Services first reported a position in HLX in Q1 2021 and held it in 3 quarters. The position peaked at $1.3M in Q2 2021. 186 funds tracked by Wall St. Rank hold HLX as of Q4 2021.

  • Harel Insurance Investments & Financial Services reported no remaining Helix Energy Solutions position as of Q4 2021 after selling out during the quarter.
  • Harel Insurance Investments & Financial Services sold 70,000 Helix Energy Solutions shares in Q4 2021, an estimated $272K.
  • Harel Insurance Investments & Financial Services first reported a position in Helix Energy Solutions in Q1 2021 and held it in 3 quarters.
  • Harel Insurance Investments & Financial Services's Helix Energy Solutions position peaked at $1.3M in Q2 2021.
  • 186 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2021.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q4 2021, filed 7 Feb 2022.