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AssetMark Inc’s
Helix Energy Solutions
HLX
Stock Holding History
AssetMark Inc’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
2026
Q1
$137K
Buy
13,822
+339
+3%
+$2.89K
﹤0.01%
1440
2025
Q4
$84.5K
Buy
13,483
+718
+6%
+$4.77K
﹤0.01%
1555
2025
Q3
$83.7K
Buy
12,765
+8,554
+203%
+$53.8K
﹤0.01%
1487
2025
Q2
$26.3K
Buy
4,211
+1,178
+39%
+$7.8K
﹤0.01%
1738
2025
Q1
$25.2K
Sell
3,033
-503
-14%
-$4.24K
﹤0.01%
1644
2024
Q4
$33K
Buy
3,536
+551
+18%
+$5.54K
﹤0.01%
1529
2024
Q3
$33.1K
Buy
+2,985
New
+$32.9K
﹤0.01%
1386
2018
Q1
–
Sell
-43
Closed
–
–
1659
2017
Q4
$0
Buy
+43
New
+$304
﹤0.01%
1981
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1-Year Est. Return
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$535B AUM
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1-Year Est. Return
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Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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