HighTower Advisors’s Helix Energy Solutions HLX Stock Holding History

HighTower Advisors’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 Q2	–	Sell	-13,097	Closed	-$140K	–	3790
2024 Q1	$140K	Sell	13,097 -1,039	-7%	-$10.1K	﹤0.01%	3073
2023 Q4	$143K	Buy	14,136 +374	+3%	+$3.71K	﹤0.01%	3103
2023 Q3	$153K	Sell	13,762 -5,233	-28%	-$50.4K	﹤0.01%	3005
2023 Q2	$138K	Sell	18,995 -114	-0.6%	-$811	﹤0.01%	2993
2023 Q1	$145K	Buy	+19,109	New	+$149K	﹤0.01%	2847
2019 Q4	–	Sell	-14,099	Closed	-$113K	–	2453
2019 Q3	$113K	Sell	14,099 -2,991	-18%	-$24.1K	﹤0.01%	2156
2019 Q2	$149K	Buy	+17,090	New	+$133K	﹤0.01%	2109

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors's HLX Position: Q2 2024 in Review

HighTower Advisors sold out of Helix Energy Solutions (HLX) in Q2 2024, closing a stake of 13,097 shares — an estimated $140K sold.

HighTower Advisors first reported a position in HLX in Q2 2019 and held it in 7 quarters. The position peaked at $153K in Q3 2023. 241 funds tracked by Wall St. Rank hold HLX as of Q2 2024.

HighTower Advisors reported no remaining Helix Energy Solutions position as of Q2 2024 after selling out during the quarter.
HighTower Advisors sold 13,097 Helix Energy Solutions shares in Q2 2024, an estimated $140K.
HighTower Advisors first reported a position in Helix Energy Solutions in Q2 2019 and held it in 7 quarters.
HighTower Advisors's Helix Energy Solutions position peaked at $153K in Q3 2023.
241 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2024.

Based on HighTower Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.