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Toth Financial Advisory’s Helix Energy Solutions HLX Stock Holding History

Toth Financial Advisory’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
-13,000
Closed -$155K – 731
2024
Q2 		$155K Hold
13,000
– – 0.02% 209
2024
Q1 		$141K Sell
13,000
-64,725
-83% -$630K 0.02% 215
2023
Q4 		$799K Hold
77,725
– – 0.11% 130
2023
Q3 		$868K Buy
+77,725
New +$749K 0.13% 122

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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B 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
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

Toth Financial Advisory's HLX Position: Q3 2024 in Review

Toth Financial Advisory sold out of Helix Energy Solutions (HLX) in Q3 2024, closing a stake of 13,000 shares — an estimated $155K sold.

Toth Financial Advisory first reported a position in HLX in Q3 2023 and held it in 4 quarters. The position peaked at $868K in Q3 2023. 238 funds tracked by Wall St. Rank hold HLX as of Q3 2024.

  • Toth Financial Advisory reported no remaining Helix Energy Solutions position as of Q3 2024 after selling out during the quarter.
  • Toth Financial Advisory sold 13,000 Helix Energy Solutions shares in Q3 2024, an estimated $155K.
  • Toth Financial Advisory first reported a position in Helix Energy Solutions in Q3 2023 and held it in 4 quarters.
  • Toth Financial Advisory's Helix Energy Solutions position peaked at $868K in Q3 2023.
  • 238 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2024.

Based on Toth Financial Advisory's 13F filing for Q3 2024, filed 21 Oct 2024.