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TFC Financial Management’s Helix Energy Solutions HLX Stock Holding History

TFC Financial 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
Q3 		– Sell
-1
Closed -$12 – 1047
2024
Q2 		$12 Buy
+1
New +$11 ﹤0.01% 964

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State Street
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American Century Companies
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Morgan Stanley
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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
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TFC Financial Management's HLX Position: Q3 2024 in Review

TFC Financial Management sold out of Helix Energy Solutions (HLX) in Q3 2024, closing a stake of 1 share — an estimated $12 sold.

TFC Financial Management first reported a position in HLX in Q2 2024 and held it in 1 quarter. The position peaked at $12 in Q2 2024. 238 funds tracked by Wall St. Rank hold HLX as of Q3 2024.

  • TFC Financial Management reported no remaining Helix Energy Solutions position as of Q3 2024 after selling out during the quarter.
  • TFC Financial Management sold 1 Helix Energy Solutions share in Q3 2024, an estimated $12.
  • TFC Financial Management first reported a position in Helix Energy Solutions in Q2 2024 and held it in 1 quarter.
  • TFC Financial Management's Helix Energy Solutions position peaked at $12 in Q2 2024.
  • 238 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2024.

Based on TFC Financial Management's 13F filing for Q3 2024, filed 25 Oct 2024.