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Atlas Private Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Atlas Private 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
Q1 		– Sell
-24,282
Closed -$575K – 146
2021
Q4 		$575K Hold
24,282
– – 0.27% 86
2021
Q3 		$666K Sell
24,282
-154
-0.6% -$4.3K 0.35% 62
2021
Q2 		$797K Hold
24,436
– – 0.43% 48
2021
Q1 		$659K Buy
24,436
+2,763
+13% +$76.3K 0.37% 62
2020
Q4 		$502K Sell
21,673
-1,100
-5% -$21.3K 0.34% 68
2020
Q3 		$334K Sell
22,773
-545
-2% -$9.49K 0.28% 76
2020
Q2 		$455K Buy
+23,318
New +$455K 0.4% 58

Other funds holding HP

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BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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 $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Atlas Private Wealth Advisors's HP Position: Q1 2022 in Review

Atlas Private Wealth Advisors sold out of Helmerich & Payne (HP) in Q1 2022, closing a stake of 24,282 shares — an estimated $575K sold.

Atlas Private Wealth Advisors first reported a position in HP in Q2 2020 and held it in 7 quarters. The position peaked at $797K in Q2 2021. 352 funds tracked by Wall St. Rank hold HP as of Q1 2022.

  • Atlas Private Wealth Advisors reported no remaining Helmerich & Payne position as of Q1 2022 after selling out during the quarter.
  • Atlas Private Wealth Advisors sold 24,282 Helmerich & Payne shares in Q1 2022, an estimated $575K.
  • Atlas Private Wealth Advisors first reported a position in Helmerich & Payne in Q2 2020 and held it in 7 quarters.
  • Atlas Private Wealth Advisors's Helmerich & Payne position peaked at $797K in Q2 2021.
  • 352 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2022.

Based on Atlas Private Wealth Advisors's 13F filing for Q1 2022, filed 11 Apr 2022.