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Wipfli Financial Advisors’s Helix Energy Solutions HLX Stock Holding History

Wipfli Financial 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
2022
Q3 		$0 Buy
+70
New +$265 ﹤0.01% 2581

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Wipfli Financial Advisors's HLX Position: Q3 2022 in Review

Wipfli Financial Advisors opened a new position in Helix Energy Solutions (HLX) in Q3 2022: 70 shares worth $0. The stake represents ﹤0.01% of the portfolio and ranks #2581 among its holdings.

196 funds tracked by Wall St. Rank hold HLX as of Q3 2022.

  • Wipfli Financial Advisors held 70 shares of Helix Energy Solutions worth $0 as of Q3 2022.
  • Helix Energy Solutions was a new Wipfli Financial Advisors position in Q3 2022.
  • Helix Energy Solutions made up ﹤0.01% of Wipfli Financial Advisors's portfolio in Q3 2022, its #2581 holding.
  • 196 funds tracked by Wall St. Rank held Helix Energy Solutions as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.