Emerald Advisers’s Helix Energy Solutions HLX Stock Holding History

Emerald Advisers’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
2023 Q4	–	Sell	-36,788	Closed	-$411K	–	248
2023 Q3	$411K	Buy	+36,788	New	+$354K	0.02%	178

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 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

Millennium Management New York $240B AUM 35.51% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Emerald Advisers's HLX Position: Q4 2023 in Review

Emerald Advisers sold out of Helix Energy Solutions (HLX) in Q4 2023, closing a stake of 36,788 shares — an estimated $411K sold.

Emerald Advisers first reported a position in HLX in Q3 2023 and held it in 1 quarter. The position peaked at $411K in Q3 2023. 241 funds tracked by Wall St. Rank hold HLX as of Q4 2023.

Emerald Advisers reported no remaining Helix Energy Solutions position as of Q4 2023 after selling out during the quarter.
Emerald Advisers sold 36,788 Helix Energy Solutions shares in Q4 2023, an estimated $411K.
Emerald Advisers first reported a position in Helix Energy Solutions in Q3 2023 and held it in 1 quarter.
Emerald Advisers's Helix Energy Solutions position peaked at $411K in Q3 2023.
241 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q4 2023.

Based on Emerald Advisers's 13F filing for Q4 2023, filed 5 Feb 2024.