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Baldwin Wealth Partners’s Helmerich & Payne HP Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-125
Closed -$5.27K – 752
2023
Q3 		$5.27K Sell
125
-126
-50% -$5.26K ﹤0.01% 623
2023
Q2 		$8.9K Sell
251
-1
-0.4% -$34 ﹤0.01% 599
2023
Q1 		$8.99K Buy
252
+2
+0.8% +$86 ﹤0.01% 625
2022
Q4 		$12.4K Buy
+250
New +$11.9K ﹤0.01% 591
2017
Q2 		– Sell
-214
Closed -$14K – 485
2017
Q1 		$14K Buy
+214
New +$15.2K ﹤0.01% 404

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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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Baldwin Wealth Partners's HP Position: Q4 2023 in Review

Baldwin Wealth Partners sold out of Helmerich & Payne (HP) in Q4 2023, closing a stake of 125 shares — an estimated $5.27K sold.

Baldwin Wealth Partners first reported a position in HP in Q1 2017 and held it in 5 quarters. The position peaked at $14K in Q1 2017. 392 funds tracked by Wall St. Rank hold HP as of Q4 2023.

  • Baldwin Wealth Partners reported no remaining Helmerich & Payne position as of Q4 2023 after selling out during the quarter.
  • Baldwin Wealth Partners sold 125 Helmerich & Payne shares in Q4 2023, an estimated $5.27K.
  • Baldwin Wealth Partners first reported a position in Helmerich & Payne in Q1 2017 and held it in 5 quarters.
  • Baldwin Wealth Partners's Helmerich & Payne position peaked at $14K in Q1 2017.
  • 392 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2023.

Based on Baldwin Wealth Partners's 13F filing for Q4 2023, filed 8 Jan 2024.