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EWA LLC’s Helix Energy Solutions HLX Stock Holding History

EWA LLC’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
Q2 		$118K Sell
13,554
-7
-0.1% -$67 0.02% 316
2026
Q1 		$134K Sell
13,561
-42
-0.3% -$358 0.03% 264
2025
Q4 		$85.3K Sell
13,603
-39
-0.3% -$259 0.02% 245
2025
Q3 		$89.5K Sell
13,642
-1,336
-9% -$8.41K 0.02% 211
2025
Q2 		$93.5K Sell
14,978
-532
-3% -$3.52K 0.03% 199
2025
Q1 		$129K Sell
15,510
-593
-4% -$5K 0.05% 162
2024
Q4 		$150K Sell
16,103
-202
-1% -$2.03K 0.06% 145
2024
Q3 		$168K Sell
16,305
-53
-0.3% -$583 0.06% 150
2024
Q2 		$208K Hold
16,358
– – 0.09% 125
2024
Q1 		$185K Sell
16,358
-168
-1% -$1.64K 0.08% 121
2023
Q4 		$152K Buy
16,526
+375
+2% +$3.73K 0.07% 115
2023
Q3 		$156K Buy
16,151
+641
+4% +$6.18K 0.1% 87
2023
Q2 		$114K Buy
15,510
+182
+1% +$1.29K 0.08% 75
2023
Q1 		$103K Buy
+15,328
New +$120K 0.08% 69

Other funds holding HLX

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YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM