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IndexIQ Advisors’s Helix Energy Solutions HLX Stock Holding History

IndexIQ 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
2022
Q1 		– Sell
-83,625
Closed -$261K – 1398
2021
Q4 		$261K Sell
83,625
-5,404
-6% -$19.9K 0.01% 986
2021
Q3 		$345K Buy
89,029
+8,917
+11% +$36.7K 0.01% 929
2021
Q2 		$457K Sell
80,112
-2,814
-3% -$14.8K 0.02% 532
2021
Q1 		$419K Buy
+82,926
New +$413K 0.01% 456

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

IndexIQ Advisors's HLX Position: Q1 2022 in Review

IndexIQ Advisors sold out of Helix Energy Solutions (HLX) in Q1 2022, closing a stake of 83,625 shares — an estimated $261K sold.

IndexIQ Advisors first reported a position in HLX in Q1 2021 and held it in 4 quarters. The position peaked at $457K in Q2 2021. 191 funds tracked by Wall St. Rank hold HLX as of Q1 2022.

  • IndexIQ Advisors reported no remaining Helix Energy Solutions position as of Q1 2022 after selling out during the quarter.
  • IndexIQ Advisors sold 83,625 Helix Energy Solutions shares in Q1 2022, an estimated $261K.
  • IndexIQ Advisors first reported a position in Helix Energy Solutions in Q1 2021 and held it in 4 quarters.
  • IndexIQ Advisors's Helix Energy Solutions position peaked at $457K in Q2 2021.
  • 191 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.