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HLX icon

Inspire Investing’s Helix Energy Solutions HLX Stock Holding History

Inspire Investing’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
Q3 		– Sell
-50,292
Closed -$287K – 858
2021
Q2 		$287K Buy
50,292
+1,524
+3% +$8.01K 0.04% 537
2021
Q1 		$246K Sell
48,768
-4,552
-9% -$22.7K 0.04% 560
2020
Q4 		$224K Buy
+53,320
New +$178K 0.05% 583
2020
Q1 		– Sell
-18,711
Closed -$180K – 762
2019
Q4 		$180K Buy
+18,711
New +$162K 0.06% 296

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Inspire Investing's HLX Position: Q3 2021 in Review

Inspire Investing sold out of Helix Energy Solutions (HLX) in Q3 2021, closing a stake of 50,292 shares — an estimated $287K sold.

Inspire Investing first reported a position in HLX in Q4 2019 and held it in 4 quarters. The position peaked at $287K in Q2 2021. 179 funds tracked by Wall St. Rank hold HLX as of Q3 2021.

  • Inspire Investing reported no remaining Helix Energy Solutions position as of Q3 2021 after selling out during the quarter.
  • Inspire Investing sold 50,292 Helix Energy Solutions shares in Q3 2021, an estimated $287K.
  • Inspire Investing first reported a position in Helix Energy Solutions in Q4 2019 and held it in 4 quarters.
  • Inspire Investing's Helix Energy Solutions position peaked at $287K in Q2 2021.
  • 179 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2021.

Based on Inspire Investing's 13F filing for Q3 2021, filed 9 Nov 2021.