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Sutton Wealth Advisors’s Helix Energy Solutions HLX Stock Holding History

Sutton 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
2023
Q1 		– Sell
-2,849
Closed -$21K – 1133
2022
Q4 		$21K Hold
2,849
– – 0.01% 679
2022
Q3 		$11K Hold
2,849
– – ﹤0.01% 863
2022
Q2 		$8.83K Hold
2,849
– – ﹤0.01% 939
2022
Q1 		$13.6K Sell
2,849
-1,170
-29% -$4.8K ﹤0.01% 848
2021
Q4 		$12.5K Buy
4,019
+1,233
+44% +$4.55K ﹤0.01% 861
2021
Q3 		$10.8K Hold
2,786
– – ﹤0.01% 883
2021
Q2 		$15.9K Hold
2,786
– – 0.01% 770
2021
Q1 		$14.1K Hold
2,786
– – 0.01% 780
2020
Q4 		$11.7K Hold
2,786
– – 0.01% 768
2020
Q3 		$6.71K Sell
2,786
-3
-0.1% -$11 ﹤0.01% 841
2020
Q2 		$9.68K Buy
+2,789
New +$7.54K 0.01% 714
2020
Q1 		– Sell
-3,058
Closed -$29.4K – 1231
2019
Q4 		$29.4K Hold
3,058
– – 0.02% 458
2019
Q3 		$24.6K Hold
3,058
– – 0.01% 510
2019
Q2 		$26.4K Hold
3,058
– – 0.02% 493
2019
Q1 		$24.2K Buy
3,058
+791
+35% +$5.67K 0.01% 519
2018
Q4 		$12.3K Hold
2,267
– – 0.01% 685
2018
Q3 		$22.4K Hold
2,267
– – 0.01% 547
2018
Q2 		$18.9K Hold
2,267
– – 0.01% 610
2018
Q1 		$13.1K Hold
2,267
– – 0.01% 723
2017
Q4 		$17.1K Hold
2,267
– – 0.01% 602
2017
Q3 		$16.8K Buy
2,267
+1,183
+109% +$7.49K 0.01% 597
2017
Q2 		$6.11K Sell
1,084
-761
-41% -$4.6K ﹤0.01% 845
2017
Q1 		$14.3K Buy
1,845
+761
+70% +$6.12K 0.01% 626
2016
Q4 		$9.56K Hold
1,084
– – 0.01% 705
2016
Q3 		$8.81K Hold
1,084
– – 0.01% 691
2016
Q2 		$7.33K Hold
1,084
– – 0.01% 696
2016
Q1 		$6.07K Buy
+1,084
New +$4.57K 0.01% 704

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Sutton Wealth Advisors's HLX Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Helix Energy Solutions (HLX) in Q1 2023, closing a stake of 2,849 shares — an estimated $21K sold.

Sutton Wealth Advisors first reported a position in HLX in Q1 2016 and held it in 27 quarters. The position peaked at $29.4K in Q4 2019. 228 funds tracked by Wall St. Rank hold HLX as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Helix Energy Solutions position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 2,849 Helix Energy Solutions shares in Q1 2023, an estimated $21K.
  • Sutton Wealth Advisors first reported a position in Helix Energy Solutions in Q1 2016 and held it in 27 quarters.
  • Sutton Wealth Advisors's Helix Energy Solutions position peaked at $29.4K in Q4 2019.
  • 228 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.