CMF
HLX icon

Counterpoint Mutual Funds’s Helix Energy Solutions HLX Stock Holding History

Counterpoint Mutual Funds’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 		– Sell
-47,320
Closed -$297K – 383
2025
Q4 		$297K Buy
+47,320
New +$314K 0.02% 256
2024
Q4 		– Sell
-43,659
Closed -$485K – 344
2024
Q3 		$485K Buy
43,659
+6,729
+18% +$74.1K 0.09% 91
2024
Q2 		$441K Buy
36,930
+24,441
+196% +$273K 0.1% 69
2024
Q1 		$135K Buy
+12,489
New +$122K 0.03% 153
2023
Q4 		– Sell
-9,718
Closed -$109K – 191
2023
Q3 		$109K Buy
+9,718
New +$93.6K 0.09% 199
2023
Q2 		– Sell
-14,366
Closed -$111K – 383
2023
Q1 		$111K Buy
+14,366
New +$112K 0.1% 142

Other funds holding HLX

BlackRock
BlackRock New York $5.7T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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