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Lindbrook Capital’s Helix Energy Solutions HLX Stock Holding History

Lindbrook Capital’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
2025
Q1 		$46.5K Buy
5,591
+102
+2% +$859 ﹤0.01% 1045
2024
Q4 		$51.2K Sell
5,489
-45
-0.8% -$453 ﹤0.01% 804
2024
Q3 		$61.4K Buy
5,534
+45
+0.8% +$495 0.01% 728
2024
Q2 		$65.5K Sell
5,489
-74
-1% -$825 0.01% 689
2024
Q1 		$60.3K Buy
5,563
+5,074
+1,038% +$49.4K 0.01% 712
2023
Q4 		$5.03K Hold
489
– – ﹤0.01% 1887
2023
Q3 		$5.46K Sell
489
-198
-29% -$1.91K ﹤0.01% 1729
2023
Q2 		$5.07K Hold
687
– – ﹤0.01% 1801
2023
Q1 		$5.32K Sell
687
-66
-9% -$516 ﹤0.01% 1828
2022
Q4 		$5.56K Sell
753
-73
-9% -$438 ﹤0.01% 1762
2022
Q3 		$3K Sell
826
-1,427
-63% -$5.41K ﹤0.01% 1875
2022
Q2 		$7K Buy
2,253
+264
+13% +$1.14K ﹤0.01% 1406
2022
Q1 		$10K Buy
1,989
+1,078
+118% +$4.42K ﹤0.01% 1277
2021
Q4 		$3K Sell
911
-222
-20% -$819 ﹤0.01% 1665
2021
Q3 		$4K Sell
1,133
-1,188
-51% -$4.9K ﹤0.01% 1313
2021
Q2 		$13K Hold
2,321
– – ﹤0.01% 935
2021
Q1 		$12K Hold
2,321
– – ﹤0.01% 939
2020
Q4 		$10K Buy
2,321
+1,410
+155% +$4.71K ﹤0.01% 906
2020
Q3 		$2K Sell
911
-502
-36% -$1.83K ﹤0.01% 1393
2020
Q2 		$5K Buy
1,413
+1,322
+1,453% +$3.58K ﹤0.01% 1081
2020
Q1 		$0 Sell
91
-224
-71% -$1.48K ﹤0.01% 1749
2019
Q4 		$3K Hold
315
– – ﹤0.01% 1206
2019
Q3 		$3K Hold
315
– – ﹤0.01% 1179
2019
Q2 		$2K Hold
315
– – ﹤0.01% 1231
2019
Q1 		$2K Hold
315
– – ﹤0.01% 1230
2018
Q4 		$1K Buy
+315
New +$2.57K ﹤0.01% 1263

Other funds holding HLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 1-Year Est. Return
ECA
Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GCCM
Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

Lindbrook Capital's HLX Position: Q1 2025 in Review

Lindbrook Capital increased its Helix Energy Solutions (HLX) stake by 1.9% in Q1 2025, buying an estimated $859 and bringing the position to 5,591 shares worth $46.5K. The position accounts for ﹤0.01% of the portfolio, ranked #1045.

Lindbrook Capital first reported a position in HLX in Q4 2018 and has held it in 26 quarters since. The position peaked at $65.5K in Q2 2024. 256 funds tracked by Wall St. Rank hold HLX as of Q1 2025.

  • Lindbrook Capital held 5,591 shares of Helix Energy Solutions worth $46.5K as of Q1 2025.
  • Lindbrook Capital bought 102 Helix Energy Solutions shares in Q1 2025, an estimated $859.
  • Helix Energy Solutions made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1045 holding.
  • Lindbrook Capital first reported a position in Helix Energy Solutions in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Helix Energy Solutions position peaked at $65.5K in Q2 2024.
  • 256 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.