AWA
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Aaron Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Aaron Wealth Advisors’s Portfolio HP Stock Details HP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-49,710
Closed -$1.16M – 474
2022
Q1 		$1.16M Buy
+49,710
New +$1.71M 0.02% 328

Other funds holding HP

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aaron Wealth Advisors's HP Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Helmerich & Payne (HP) in Q2 2022, closing a stake of 49,710 shares — an estimated $1.16M sold.

Aaron Wealth Advisors first reported a position in HP in Q1 2022 and held it in 1 quarter. The position peaked at $1.16M in Q1 2022. 346 funds tracked by Wall St. Rank hold HP as of Q2 2022.

  • Aaron Wealth Advisors reported no remaining Helmerich & Payne position as of Q2 2022 after selling out during the quarter.
  • Aaron Wealth Advisors sold 49,710 Helmerich & Payne shares in Q2 2022, an estimated $1.16M.
  • Aaron Wealth Advisors first reported a position in Helmerich & Payne in Q1 2022 and held it in 1 quarter.
  • Aaron Wealth Advisors's Helmerich & Payne position peaked at $1.16M in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.