LIWM
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Long Island Wealth Management’s Helix Energy Solutions HLX Stock Holding History

Long Island Wealth Management’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
Q1 		– Sell
-50
Closed -$1K – 214
2023
Q4 		$1K Buy
+50
New +$497 ﹤0.01% 390

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Morgan Stanley
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Balyasny Asset Management
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Millennium Management
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Geode Capital Management
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Long Island Wealth Management's HLX Position: Q1 2024 in Review

Long Island Wealth Management sold out of Helix Energy Solutions (HLX) in Q1 2024, closing a stake of 50 shares — an estimated $1K sold.

Long Island Wealth Management first reported a position in HLX in Q4 2023 and held it in 1 quarter. The position peaked at $1K in Q4 2023. 223 funds tracked by Wall St. Rank hold HLX as of Q1 2024.

  • Long Island Wealth Management reported no remaining Helix Energy Solutions position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 50 Helix Energy Solutions shares in Q1 2024, an estimated $1K.
  • Long Island Wealth Management first reported a position in Helix Energy Solutions in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's Helix Energy Solutions position peaked at $1K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.