Next Financial Group’s Helix Energy Solutions HLX Stock Holding History

Next Financial Group’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	$0	Hold	87	–	–	﹤0.01%	2905
2021 Q3	$0	Hold	87	–	–	﹤0.01%	2779
2021 Q2	$1K	Hold	87	–	–	﹤0.01%	2528
2021 Q1	$0	Hold	87	–	–	﹤0.01%	2574
2020 Q4	$0	Hold	87	–	–	﹤0.01%	2372
2020 Q3	$0	Buy	+87	New	+$317	﹤0.01%	2192
2020 Q2	–	Sell	-87	Closed	–	–	1140
2020 Q1	$0	Buy	+87	New	+$573	﹤0.01%	2235
2017 Q1	–	Sell	-87	Closed	-$1K	–	2043
2016 Q4	$1K	Hold	87	–	–	﹤0.01%	2280
2016 Q3	$1K	Buy	+87	New	+$659	﹤0.01%	2272

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Next Financial Group's HLX Position: Q4 2021 in Review

Next Financial Group held its Helix Energy Solutions (HLX) position steady in Q4 2021 at 87 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2905.

Next Financial Group first reported a position in HLX in Q3 2016 and has held it in 9 quarters since. The position peaked at $1K in Q2 2021. 186 funds tracked by Wall St. Rank hold HLX as of Q4 2021.

Next Financial Group held 87 shares of Helix Energy Solutions worth $0 as of Q4 2021.
Next Financial Group left its Helix Energy Solutions share count unchanged in Q4 2021.
Helix Energy Solutions made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2905 holding.
Next Financial Group first reported a position in Helix Energy Solutions in Q3 2016 and has held it in 9 quarters since.
Next Financial Group's Helix Energy Solutions position peaked at $1K in Q2 2021.
186 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.