AJOVista’s Helix Energy Solutions HLX Stock Holding History

AJOVista’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
2024 Q1	–	Sell	-2,042	Closed	-$21K	–	215
2023 Q4	$21K	Buy	+2,042	New	+$20.3K	0.03%	355

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AJOVista's HLX Position: Q1 2024 in Review

AJOVista sold out of Helix Energy Solutions (HLX) in Q1 2024, closing a stake of 2,042 shares — an estimated $21K sold.

AJOVista first reported a position in HLX in Q4 2023 and held it in 1 quarter. The position peaked at $21K in Q4 2023. 223 funds tracked by Wall St. Rank hold HLX as of Q1 2024.

AJOVista reported no remaining Helix Energy Solutions position as of Q1 2024 after selling out during the quarter.
AJOVista sold 2,042 Helix Energy Solutions shares in Q1 2024, an estimated $21K.
AJOVista first reported a position in Helix Energy Solutions in Q4 2023 and held it in 1 quarter.
AJOVista's Helix Energy Solutions position peaked at $21K in Q4 2023.
223 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2024.

Based on AJOVista's 13F filing for Q1 2024, filed 10 May 2024.