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Coppell Advisory Solutions’s Helix Energy Solutions HLX Stock Holding History

Coppell Advisory Solutions’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
2025
Q1 		– Sell
-26
Closed -$238 – 993
2024
Q4 		$238 Hold
26
– – ﹤0.01% 1817
2024
Q3 		$281 Hold
26
– – ﹤0.01% 1704
2024
Q2 		$310 Buy
+26
New +$290 ﹤0.01% 1623
2023
Q4 		$267 Sell
26
-55
-68% -$546 ﹤0.01% 1581
2023
Q3 		$598 Buy
81
+34
+72% +$328 ﹤0.01% 992
2023
Q2 		$340 Buy
+47
New +$334 ﹤0.01% 1271
2023
Q1 		– Sell
-81
Closed -$598 – 591
2022
Q4 		$598 Buy
+81
New +$486 ﹤0.01% 998

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
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Coppell Advisory Solutions's HLX Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Helix Energy Solutions (HLX) in Q1 2025, closing a stake of 26 shares — an estimated $238 sold.

Coppell Advisory Solutions first reported a position in HLX in Q4 2022 and held it in 7 quarters. The position peaked at $598 in Q3 2023. 256 funds tracked by Wall St. Rank hold HLX as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Helix Energy Solutions position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 26 Helix Energy Solutions shares in Q1 2025, an estimated $238.
  • Coppell Advisory Solutions first reported a position in Helix Energy Solutions in Q4 2022 and held it in 7 quarters.
  • Coppell Advisory Solutions's Helix Energy Solutions position peaked at $598 in Q3 2023.
  • 256 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.