Bogart Wealth LLC’s Helmerich & Payne HP Stock Holding History

Bogart Wealth LLC’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 Q2	–	Sell	-1,000	Closed	-$26.1K	–	1492
2025 Q1	$26.1K	Buy	+1,000	New	+$29.1K	﹤0.01%	525

Other funds holding HP

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bogart Wealth LLC's HP Position: Q2 2025 in Review

Bogart Wealth LLC sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 1,000 shares — an estimated $26.1K sold.

Bogart Wealth LLC first reported a position in HP in Q1 2025 and held it in 1 quarter. The position peaked at $26.1K in Q1 2025. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

Bogart Wealth LLC reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
Bogart Wealth LLC sold 1,000 Helmerich & Payne shares in Q2 2025, an estimated $26.1K.
Bogart Wealth LLC first reported a position in Helmerich & Payne in Q1 2025 and held it in 1 quarter.
Bogart Wealth LLC's Helmerich & Payne position peaked at $26.1K in Q1 2025.
340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on Bogart Wealth LLC's 13F filing for Q2 2025, filed 30 Jul 2025.