GI
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Gradient Investments’s Helix Energy Solutions HLX Stock Holding History

Gradient Investments’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
-51
Closed -$609 – 747
2024
Q2 		$609 Sell
51
-25
-33% -$279 ﹤0.01% 1161
2024
Q1 		$824 Sell
76
-4
-5% -$39 ﹤0.01% 936
2023
Q4 		$822 Hold
80
– – ﹤0.01% 1487
2023
Q3 		$894 Buy
80
+25
+45% +$241 ﹤0.01% 1409
2023
Q2 		$406 Buy
55
+4
+8% +$28 ﹤0.01% 1565
2023
Q1 		$395 Buy
+51
New +$398 ﹤0.01% 1306

Other funds holding HLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
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

Gradient Investments's HLX Position: Q3 2024 in Review

Gradient Investments sold out of Helix Energy Solutions (HLX) in Q3 2024, closing a stake of 51 shares — an estimated $609 sold.

Gradient Investments first reported a position in HLX in Q1 2023 and held it in 6 quarters. The position peaked at $894 in Q3 2023. 238 funds tracked by Wall St. Rank hold HLX as of Q3 2024.

  • Gradient Investments reported no remaining Helix Energy Solutions position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 51 Helix Energy Solutions shares in Q3 2024, an estimated $609.
  • Gradient Investments first reported a position in Helix Energy Solutions in Q1 2023 and held it in 6 quarters.
  • Gradient Investments's Helix Energy Solutions position peaked at $894 in Q3 2023.
  • 238 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.