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Avantax Advisory Services’s Helmerich & Payne HP Stock Holding History

Avantax Advisory Services’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
2024
Q4 		– Sell
-7,012
Closed -$213K – 2225
2024
Q3 		$213K Sell
7,012
-437
-6% -$15.1K ﹤0.01% 1972
2024
Q2 		$269K Buy
+7,449
New +$286K ﹤0.01% 1766
2023
Q1 		– Sell
-4,659
Closed -$231K – 1510
2022
Q4 		$231K Buy
+4,659
New +$222K ﹤0.01% 1238

Other funds holding HP

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
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Advisory Services's HP Position: Q4 2024 in Review

Avantax Advisory Services sold out of Helmerich & Payne (HP) in Q4 2024, closing a stake of 7,012 shares — an estimated $213K sold.

Avantax Advisory Services first reported a position in HP in Q4 2022 and held it in 3 quarters. The position peaked at $269K in Q2 2024. 374 funds tracked by Wall St. Rank hold HP as of Q4 2024.

  • Avantax Advisory Services reported no remaining Helmerich & Payne position as of Q4 2024 after selling out during the quarter.
  • Avantax Advisory Services sold 7,012 Helmerich & Payne shares in Q4 2024, an estimated $213K.
  • Avantax Advisory Services first reported a position in Helmerich & Payne in Q4 2022 and held it in 3 quarters.
  • Avantax Advisory Services's Helmerich & Payne position peaked at $269K in Q2 2024.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2024.

Based on Avantax Advisory Services's 13F filing for Q4 2024, filed 10 Feb 2025.