IPW
HLX icon

Impact Partnership Wealth’s Helix Energy Solutions HLX Stock Holding History

Impact Partnership Wealth’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
Q3 		– Sell
-197
Closed -$1.45K – 1095
2023
Q2 		$1.45K Buy
+197
New +$1.4K ﹤0.01% 739

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Impact Partnership Wealth's HLX Position: Q3 2023 in Review

Impact Partnership Wealth sold out of Helix Energy Solutions (HLX) in Q3 2023, closing a stake of 197 shares — an estimated $1.45K sold.

Impact Partnership Wealth first reported a position in HLX in Q2 2023 and held it in 1 quarter. The position peaked at $1.45K in Q2 2023. 251 funds tracked by Wall St. Rank hold HLX as of Q3 2023.

  • Impact Partnership Wealth reported no remaining Helix Energy Solutions position as of Q3 2023 after selling out during the quarter.
  • Impact Partnership Wealth sold 197 Helix Energy Solutions shares in Q3 2023, an estimated $1.45K.
  • Impact Partnership Wealth first reported a position in Helix Energy Solutions in Q2 2023 and held it in 1 quarter.
  • Impact Partnership Wealth's Helix Energy Solutions position peaked at $1.45K in Q2 2023.
  • 251 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2023.

Based on Impact Partnership Wealth's 13F filing for Q3 2023, filed 17 Oct 2023.