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Paces Ferry Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History

Paces Ferry Wealth 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
2020
Q4 		– Sell
-255
Closed -$1K – 553
2020
Q3 		$1K Buy
+255
New +$930 ﹤0.01% 852

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State Street
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Macquarie Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
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Paces Ferry Wealth Advisors's HLX Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Helix Energy Solutions (HLX) in Q4 2020, closing a stake of 255 shares — an estimated $1K sold.

Paces Ferry Wealth Advisors first reported a position in HLX in Q3 2020 and held it in 1 quarter. The position peaked at $1K in Q3 2020. 176 funds tracked by Wall St. Rank hold HLX as of Q4 2020.

  • Paces Ferry Wealth Advisors reported no remaining Helix Energy Solutions position as of Q4 2020 after selling out during the quarter.
  • Paces Ferry Wealth Advisors sold 255 Helix Energy Solutions shares in Q4 2020, an estimated $1K.
  • Paces Ferry Wealth Advisors first reported a position in Helix Energy Solutions in Q3 2020 and held it in 1 quarter.
  • Paces Ferry Wealth Advisors's Helix Energy Solutions position peaked at $1K in Q3 2020.
  • 176 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.