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B. Riley Wealth Advisors’s Helmerich & Payne HP Stock Holding History

B. Riley 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
2023
Q2 		– Sell
-5,819
Closed -$208K – 1587
2023
Q1 		$208K Buy
+5,819
New +$251K 0.01% 1275
2016
Q2 		– Sell
-4,340
Closed -$255K – 630
2016
Q1 		$255K Buy
+4,340
New +$229K 0.06% 393
2015
Q1 		– Sell
-81
Closed -$5 – 1189
2014
Q4 		$5 Sell
81
-2,007
-96% -$156K ﹤0.01% 3149
2014
Q3 		$204K Sell
2,088
-2,624
-56% -$279K 0.05% 502
2014
Q2 		$305K Buy
4,712
+2,994
+174% +$328K 0.07% 309
2014
Q1 		$185K Buy
+1,718
New +$160K 0.06% 415

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

B. Riley Wealth Advisors's HP Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of Helmerich & Payne (HP) in Q2 2023, closing a stake of 5,819 shares — an estimated $208K sold.

B. Riley Wealth Advisors first reported a position in HP in Q1 2014 and held it in 6 quarters. The position peaked at $305K in Q2 2014. 363 funds tracked by Wall St. Rank hold HP as of Q2 2023.

  • B. Riley Wealth Advisors reported no remaining Helmerich & Payne position as of Q2 2023 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 5,819 Helmerich & Payne shares in Q2 2023, an estimated $208K.
  • B. Riley Wealth Advisors first reported a position in Helmerich & Payne in Q1 2014 and held it in 6 quarters.
  • B. Riley Wealth Advisors's Helmerich & Payne position peaked at $305K in Q2 2014.
  • 363 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.