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

CFM 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
2020
Q3 		– Sell
-1,240
Closed -$24K – 284
2020
Q2 		$24K Hold
1,240
– – 0.01% 347
2020
Q1 		$19K Hold
1,240
– – 0.01% 370
2019
Q4 		$56K Buy
+1,240
New +$49.7K 0.02% 272

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CFM Wealth Partners's HP Position: Q3 2020 in Review

CFM Wealth Partners sold out of Helmerich & Payne (HP) in Q3 2020, closing a stake of 1,240 shares — an estimated $24K sold.

CFM Wealth Partners first reported a position in HP in Q4 2019 and held it in 3 quarters. The position peaked at $56K in Q4 2019. 313 funds tracked by Wall St. Rank hold HP as of Q3 2020.

  • CFM Wealth Partners reported no remaining Helmerich & Payne position as of Q3 2020 after selling out during the quarter.
  • CFM Wealth Partners sold 1,240 Helmerich & Payne shares in Q3 2020, an estimated $24K.
  • CFM Wealth Partners first reported a position in Helmerich & Payne in Q4 2019 and held it in 3 quarters.
  • CFM Wealth Partners's Helmerich & Payne position peaked at $56K in Q4 2019.
  • 313 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.