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Independent Advisor Alliance’s Helix Energy Solutions HLX Stock Holding History

Independent Advisor Alliance’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
Q4 		– Sell
-29,368
Closed -$71K – 591
2020
Q3 		$71K Hold
29,368
– – 0.01% 482
2020
Q2 		$102K Hold
29,368
– – 0.01% 463
2020
Q1 		$48K Sell
29,368
-474
-2% -$3.12K 0.01% 401
2019
Q4 		$287K Sell
29,842
-1,557
-5% -$13.5K 0.01% 692
2019
Q3 		$253K Buy
+31,399
New +$253K 0.03% 371

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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

Independent Advisor Alliance's HLX Position: Q4 2020 in Review

Independent Advisor Alliance sold out of Helix Energy Solutions (HLX) in Q4 2020, closing a stake of 29,368 shares — an estimated $71K sold.

Independent Advisor Alliance first reported a position in HLX in Q3 2019 and held it in 5 quarters. The position peaked at $287K in Q4 2019. 176 funds tracked by Wall St. Rank hold HLX as of Q4 2020.

  • Independent Advisor Alliance reported no remaining Helix Energy Solutions position as of Q4 2020 after selling out during the quarter.
  • Independent Advisor Alliance sold 29,368 Helix Energy Solutions shares in Q4 2020, an estimated $71K.
  • Independent Advisor Alliance first reported a position in Helix Energy Solutions in Q3 2019 and held it in 5 quarters.
  • Independent Advisor Alliance's Helix Energy Solutions position peaked at $287K in Q4 2019.
  • 176 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2020.

Based on Independent Advisor Alliance's 13F filing for Q4 2020, filed 11 Feb 2021.