SVB Wealth’s Helix Energy Solutions HLX Stock Holding History

SVB 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
2025 Q2	–	Sell	-825	Closed	-$6.86K	–	1002
2025 Q1	$6.86K	Buy	+825	New	+$6.95K	﹤0.01%	957

Other funds holding HLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

ECA

Encompass Capital Advisors New York $3.34B AUM 167.64% 1-Year Est. Return

GCCM

Gate City Capital Management Chicago, Illinois $257M AUM 37.12% 1-Year Est. Return

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SVB Wealth's HLX Position: Q2 2025 in Review

SVB Wealth sold out of Helix Energy Solutions (HLX) in Q2 2025, closing a stake of 825 shares — an estimated $6.86K sold.

SVB Wealth first reported a position in HLX in Q1 2025 and held it in 1 quarter. The position peaked at $6.86K in Q1 2025. 253 funds tracked by Wall St. Rank hold HLX as of Q2 2025.

SVB Wealth reported no remaining Helix Energy Solutions position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 825 Helix Energy Solutions shares in Q2 2025, an estimated $6.86K.
SVB Wealth first reported a position in Helix Energy Solutions in Q1 2025 and held it in 1 quarter.
SVB Wealth's Helix Energy Solutions position peaked at $6.86K in Q1 2025.
253 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.