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Centerpoint Advisors’s Helmerich & Payne HP Stock Holding History

Centerpoint 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
Q1 		– Sell
-35
Closed -$2K – 595
2022
Q4 		$2K Hold
35
– – ﹤0.01% 400
2022
Q3 		$1K Buy
35
+1
+3% +$42 ﹤0.01% 352
2022
Q2 		$1K Hold
34
– – ﹤0.01% 357
2022
Q1 		$1K Hold
34
– – ﹤0.01% 363
2021
Q4 		$1K Buy
+34
New +$969 ﹤0.01% 377

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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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Centerpoint Advisors's HP Position: Q1 2023 in Review

Centerpoint Advisors sold out of Helmerich & Payne (HP) in Q1 2023, closing a stake of 35 shares — an estimated $2K sold.

Centerpoint Advisors first reported a position in HP in Q4 2021 and held it in 5 quarters. The position peaked at $2K in Q4 2022. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

  • Centerpoint Advisors reported no remaining Helmerich & Payne position as of Q1 2023 after selling out during the quarter.
  • Centerpoint Advisors sold 35 Helmerich & Payne shares in Q1 2023, an estimated $2K.
  • Centerpoint Advisors first reported a position in Helmerich & Payne in Q4 2021 and held it in 5 quarters.
  • Centerpoint Advisors's Helmerich & Payne position peaked at $2K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on Centerpoint Advisors's 13F filing for Q1 2023, filed 3 May 2023.