Capital Analysts LLC’s Helmerich & Payne HP Stock Holding History

Capital Analysts 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
2023 Q1	–	Sell	-10	Closed	-$1K	–	1015
2022 Q4	$1K	Buy	+10	New	+$476	﹤0.01%	1025

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Capital Analysts LLC's HP Position: Q1 2023 in Review

Capital Analysts LLC sold out of Helmerich & Payne (HP) in Q1 2023, closing a stake of 10 shares — an estimated $1K sold.

Capital Analysts LLC first reported a position in HP in Q4 2022 and held it in 1 quarter. The position peaked at $1K in Q4 2022. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

Capital Analysts LLC reported no remaining Helmerich & Payne position as of Q1 2023 after selling out during the quarter.
Capital Analysts LLC sold 10 Helmerich & Payne shares in Q1 2023, an estimated $1K.
Capital Analysts LLC first reported a position in Helmerich & Payne in Q4 2022 and held it in 1 quarter.
Capital Analysts LLC's Helmerich & Payne position peaked at $1K in Q4 2022.
378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on Capital Analysts LLC's 13F filing for Q1 2023, filed 5 May 2023.