CIBC Private Wealth Group
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CIBC Private Wealth Group’s Helmerich & Payne HP Stock Holding History

CIBC Private Wealth Group’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
Q4 		$1.18K Buy
+41
New +$1.09K ﹤0.01% 2886
2025
Q2 		– Sell
-938
Closed -$17.8K – 3187
2025
Q1 		$17.8K Buy
938
+88
+10% +$2.56K ﹤0.01% 2038
2024
Q4 		$27.9K Hold
850
– – ﹤0.01% 1929
2024
Q3 		$25.9K Sell
850
-43
-5% -$1.49K ﹤0.01% 2045
2024
Q2 		$31.8K Hold
893
– – ﹤0.01% 1850
2024
Q1 		$37.7K Buy
+893
New +$33.8K ﹤0.01% 1784
2018
Q3 		– Sell
-90
Closed -$6K – 1282
2018
Q2 		$6K Buy
90
+68
+309% +$4.63K ﹤0.01% 1677
2018
Q1 		$1K Buy
+22
New +$1.48K ﹤0.01% 1858

Other funds holding HP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
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
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return