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

Atlas Private Wealth Management’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
2021 Q2	–	Sell	-125	Closed	-$3K	–	220
2021 Q1	$3K	Buy	+125	New	+$3.45K	﹤0.01%	353
2020 Q4	–	Sell	-125	Closed	-$2K	–	391
2020 Q3	$2K	Hold	125	–	–	﹤0.01%	370
2020 Q2	$2K	Hold	125	–	–	﹤0.01%	419
2020 Q1	$2K	Sell	125 -300	-71%	-$10.6K	﹤0.01%	408
2019 Q4	$19K	Buy	+425	New	+$17K	0.01%	294

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

Atlas Private Wealth Management's HP Position: Q2 2021 in Review

Atlas Private Wealth Management sold out of Helmerich & Payne (HP) in Q2 2021, closing a stake of 125 shares — an estimated $3K sold.

Atlas Private Wealth Management first reported a position in HP in Q4 2019 and held it in 5 quarters. The position peaked at $19K in Q4 2019. 312 funds tracked by Wall St. Rank hold HP as of Q2 2021.

Atlas Private Wealth Management reported no remaining Helmerich & Payne position as of Q2 2021 after selling out during the quarter.
Atlas Private Wealth Management sold 125 Helmerich & Payne shares in Q2 2021, an estimated $3K.
Atlas Private Wealth Management first reported a position in Helmerich & Payne in Q4 2019 and held it in 5 quarters.
Atlas Private Wealth Management's Helmerich & Payne position peaked at $19K in Q4 2019.
312 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2021.

Based on Atlas Private Wealth Management's 13F filing for Q2 2021, filed 5 Aug 2021.