PVH
HLX icon

Psagot Value Holdings’s Helix Energy Solutions HLX Stock Holding History

Psagot Value Holdings’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
-751
Closed -$8K – 299
2023
Q4 		$8K Buy
+751
New +$7.46K ﹤0.01% 363

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Psagot Value Holdings's HLX Position: Q1 2024 in Review

Psagot Value Holdings sold out of Helix Energy Solutions (HLX) in Q1 2024, closing a stake of 751 shares — an estimated $8K sold.

Psagot Value Holdings first reported a position in HLX in Q4 2023 and held it in 1 quarter. The position peaked at $8K in Q4 2023. 223 funds tracked by Wall St. Rank hold HLX as of Q1 2024.

  • Psagot Value Holdings reported no remaining Helix Energy Solutions position as of Q1 2024 after selling out during the quarter.
  • Psagot Value Holdings sold 751 Helix Energy Solutions shares in Q1 2024, an estimated $8K.
  • Psagot Value Holdings first reported a position in Helix Energy Solutions in Q4 2023 and held it in 1 quarter.
  • Psagot Value Holdings's Helix Energy Solutions position peaked at $8K in Q4 2023.
  • 223 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q1 2024.

Based on Psagot Value Holdings's 13F filing for Q1 2024, filed 15 May 2024.