Raymond James Financial Services Advisors’s Helix Energy Solutions HLX Stock Holding History

Raymond James Financial Services 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 Q3	$119K	Buy	+10,750	New	+$118K	﹤0.01%	3268
2024 Q1	–	Sell	-13,724	Closed	-$141K	–	3428
2023 Q4	$141K	Buy	13,724 +3,554	+35%	+$35.3K	﹤0.01%	3078
2023 Q3	$114K	Buy	+10,170	New	+$98K	﹤0.01%	3045
2023 Q2	–	Sell	-176,633	Closed	-$1.37M	–	3288
2023 Q1	$1.37M	Buy	+176,633	New	+$1.38M	﹤0.01%	1709
2020 Q1	–	Sell	-73,857	Closed	-$711K	–	2613
2019 Q4	$711K	Buy	73,857 +30,432	+70%	+$263K	﹤0.01%	1748
2019 Q3	$350K	Buy	+43,425	New	+$351K	﹤0.01%	2148
2017 Q1	–	Sell	-12,266	Closed	-$108K	–	2465
2016 Q4	$108K	Buy	+12,266	New	+$118K	﹤0.01%	2176

Other funds holding HLX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Pacer Advisors Malvern, Pennsylvania $34.9B AUM 18.19% 1-Year Est. Return

American Century Companies

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

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

Geode Capital Management

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

VOYA Investment Management

VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return

Wellington Management Group

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