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Edgestream Partners’s Helix Energy Solutions HLX Stock Holding History

Edgestream Partners’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
2024
Q3 		– Sell
-15,436
Closed -$184K – 941
2024
Q2 		$184K Buy
+15,436
New +$172K 0.01% 811

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State Street
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Pacer Advisors
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Edgestream Partners's HLX Position: Q3 2024 in Review

Edgestream Partners sold out of Helix Energy Solutions (HLX) in Q3 2024, closing a stake of 15,436 shares — an estimated $184K sold.

Edgestream Partners first reported a position in HLX in Q2 2024 and held it in 1 quarter. The position peaked at $184K in Q2 2024. 238 funds tracked by Wall St. Rank hold HLX as of Q3 2024.

  • Edgestream Partners reported no remaining Helix Energy Solutions position as of Q3 2024 after selling out during the quarter.
  • Edgestream Partners sold 15,436 Helix Energy Solutions shares in Q3 2024, an estimated $184K.
  • Edgestream Partners first reported a position in Helix Energy Solutions in Q2 2024 and held it in 1 quarter.
  • Edgestream Partners's Helix Energy Solutions position peaked at $184K in Q2 2024.
  • 238 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2024.

Based on Edgestream Partners's 13F filing for Q3 2024, filed 14 Nov 2024.