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Corient Private Wealth’s
Helix Energy Solutions
HLX
Stock Holding History
Corient Private Wealth’s Portfolio
HLX Stock Details
HLX Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$126K
Sell
12,709
-31,663
-71%
-$270K
﹤0.01%
2650
2025
Q4
$278K
Buy
44,372
+21,739
+96%
+$144K
﹤0.01%
2516
2025
Q3
$148K
Sell
22,633
-1,471
-6%
-$9.26K
﹤0.01%
2395
2025
Q2
$150K
Buy
24,104
+2,183
+10%
+$14.5K
﹤0.01%
2276
2025
Q1
$182K
Sell
21,921
-347
-2%
-$2.92K
﹤0.01%
2094
2024
Q4
$208K
Sell
22,268
-1,769
-7%
-$17.8K
﹤0.01%
2098
2024
Q3
$267K
Buy
24,037
+544
+2%
+$5.99K
﹤0.01%
2065
2024
Q2
$281K
Buy
23,493
+925
+4%
+$10.3K
﹤0.01%
1949
2024
Q1
$245K
Sell
22,568
-188
-0.8%
-$1.83K
﹤0.01%
2000
2023
Q4
$234K
Sell
22,756
-10,201
-31%
-$101K
﹤0.01%
1994
2023
Q3
$368K
Buy
32,957
+658
+2%
+$6.34K
﹤0.01%
1645
2023
Q2
$238K
Buy
32,299
+10,832
+50%
+$77K
﹤0.01%
1800
2023
Q1
$166K
Buy
21,467
+6,429
+43%
+$50.2K
﹤0.01%
1823
2022
Q4
$111K
Buy
+15,038
New
+$90.3K
﹤0.01%
1564
Other funds holding HLX
BlackRock
New York
$5.7T AUM
30.48%
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
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Principal Financial Group
Des Moines, Iowa
$187B AUM
18.48%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Geode Capital Management
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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