BDO Wealth Advisors’s Helmerich & Payne HP Stock Holding History

BDO 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	$3.19K	Buy	90 +40	+80%	+$1.36K	﹤0.01%	818
2023 Q1	$1.79K	Hold	50	–	–	﹤0.01%	914
2022 Q4	$2.48K	Hold	50	–	–	﹤0.01%	849
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	924
2022 Q2	$2K	Hold	50	–	–	﹤0.01%	899
2022 Q1	$2K	Hold	50	–	–	﹤0.01%	930
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	1018
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	1003
2021 Q2	$2K	Sell	50 -100	-67%	-$2.94K	﹤0.01%	988
2021 Q1	$4K	Buy	+150	New	+$4.14K	﹤0.01%	883

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

BTW

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

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

BDO Wealth Advisors's HP Position: Q2 2023 in Review

BDO Wealth Advisors increased its Helmerich & Payne (HP) stake by 80% in Q2 2023, buying an estimated $1.36K and bringing the position to 90 shares worth $3.19K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

BDO Wealth Advisors first reported a position in HP in Q1 2021 and has held it in 10 quarters since. The position peaked at $4K in Q1 2021. 363 funds tracked by Wall St. Rank hold HP as of Q2 2023.

BDO Wealth Advisors held 90 shares of Helmerich & Payne worth $3.19K as of Q2 2023.
BDO Wealth Advisors bought 40 Helmerich & Payne shares in Q2 2023, an estimated $1.36K.
Helmerich & Payne made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #818 holding.
BDO Wealth Advisors first reported a position in Helmerich & Payne in Q1 2021 and has held it in 10 quarters since.
BDO Wealth Advisors's Helmerich & Payne position peaked at $4K in Q1 2021.
363 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.