AWM
HP icon

Avior Wealth Management’s Helmerich & Payne HP Stock Holding History

Avior 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
2025
Q1 		– Sell
-350
Closed -$11.2K – 1449
2024
Q4 		$11.2K Hold
350
– – ﹤0.01% 1576
2024
Q3 		$10.6K Buy
+350
New +$12.1K ﹤0.01% 1536
2024
Q2 		– Sell
-83
Closed -$3.49K – 2915
2024
Q1 		$3.49K Buy
+83
New +$3.14K ﹤0.01% 2171
2023
Q2 		– Sell
-150
Closed -$5.36K – 1619
2023
Q1 		$5.36K Buy
+150
New +$6.47K ﹤0.01% 1179
2020
Q4 		– Sell
-13
Closed – – 1019
2020
Q3 		$0 Buy
+13
New +$226 ﹤0.01% 967

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avior Wealth Management's HP Position: Q1 2025 in Review

Avior Wealth Management sold out of Helmerich & Payne (HP) in Q1 2025, closing a stake of 350 shares — an estimated $11.2K sold.

Avior Wealth Management first reported a position in HP in Q3 2020 and held it in 5 quarters. The position peaked at $11.2K in Q4 2024. 351 funds tracked by Wall St. Rank hold HP as of Q1 2025.

  • Avior Wealth Management reported no remaining Helmerich & Payne position as of Q1 2025 after selling out during the quarter.
  • Avior Wealth Management sold 350 Helmerich & Payne shares in Q1 2025, an estimated $11.2K.
  • Avior Wealth Management first reported a position in Helmerich & Payne in Q3 2020 and held it in 5 quarters.
  • Avior Wealth Management's Helmerich & Payne position peaked at $11.2K in Q4 2024.
  • 351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.