Covestor’s Helix Energy Solutions HLX Stock Holding History

Covestor’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	$0	Sell	47 -54	-53%	-$460	﹤0.01%	2489
2025 Q4	$1K	Sell	101 -147	-59%	-$977	﹤0.01%	2072
2025 Q3	$2K	Buy	248 +26	+12%	+$164	﹤0.01%	1950
2025 Q2	$1K	Buy	222 +185	+500%	+$1.23K	﹤0.01%	2009
2025 Q1	$0	Sell	37 -207	-85%	-$1.74K	﹤0.01%	2441
2024 Q4	$2K	Buy	244 +163	+201%	+$1.64K	﹤0.01%	1883
2024 Q3	$1K	Buy	81 +15	+23%	+$165	﹤0.01%	1993
2024 Q2	$1K	Buy	66 +54	+450%	+$602	﹤0.01%	2017
2024 Q1	$0	Sell	12 -1	-8%	-$10	﹤0.01%	2458
2023 Q4	$0	Sell	13 -1	-7%	-$10	﹤0.01%	2379
2023 Q3	$0	Sell	14 -2	-13%	-$19	﹤0.01%	2368
2023 Q2	$0	Sell	16 -1	-6%	-$7	﹤0.01%	2363
2023 Q1	$0	Buy	+17	New	+$133	﹤0.01%	2270

Other funds holding HLX

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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