WCM
HLX icon

Wealthcare Capital Management’s Helix Energy Solutions HLX Stock Holding History

Wealthcare Capital Management’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
Q2 		– Sell
-281
Closed -$1K – 329
2021
Q1 		$1K Buy
+281
New +$1.4K ﹤0.01% 680
2015
Q2 		– Sell
-1,829
Closed -$27K – 596
2015
Q1 		$27K Buy
+1,829
New +$30.9K ﹤0.01% 356
2014
Q4 		– Sell
-204
Closed -$6K – 223
2014
Q3 		$6K Buy
+204
New +$5.21K ﹤0.01% 202

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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthcare Capital Management's HLX Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Helix Energy Solutions (HLX) in Q2 2021, closing a stake of 281 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in HLX in Q3 2014 and held it in 3 quarters. The position peaked at $27K in Q1 2015. 178 funds tracked by Wall St. Rank hold HLX as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Helix Energy Solutions position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 281 Helix Energy Solutions shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Helix Energy Solutions in Q3 2014 and held it in 3 quarters.
  • Wealthcare Capital Management's Helix Energy Solutions position peaked at $27K in Q1 2015.
  • 178 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.