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Harvest Group Wealth Management’s Helix Energy Solutions HLX Stock Holding History

Harvest Group 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
2020
Q1 		– Sell
-347
Closed -$3K – 697
2019
Q4 		$3K Hold
347
– – ﹤0.01% 502
2019
Q3 		$3K Hold
347
– – ﹤0.01% 555
2019
Q2 		$2K Hold
347
– – ﹤0.01% 544
2019
Q1 		$3K Buy
+347
New +$2.49K ﹤0.01% 498

Other funds holding HLX

Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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 $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Harvest Group Wealth Management's HLX Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of Helix Energy Solutions (HLX) in Q1 2020, closing a stake of 347 shares — an estimated $3K sold.

Harvest Group Wealth Management first reported a position in HLX in Q1 2019 and held it in 4 quarters. The position peaked at $3K in Q4 2019. 187 funds tracked by Wall St. Rank hold HLX as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining Helix Energy Solutions position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 347 Helix Energy Solutions shares in Q1 2020, an estimated $3K.
  • Harvest Group Wealth Management first reported a position in Helix Energy Solutions in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's Helix Energy Solutions position peaked at $3K in Q4 2019.
  • 187 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.