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Coppell Advisory Solutions Corp’s Helmerich & Payne HP Stock Holding History

Coppell Advisory Solutions Corp’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
-908
Closed -$45K – 593
2022
Q4 		$45K Buy
+908
New +$43.2K 0.02% 346

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State Street
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AllianceBernstein
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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

Coppell Advisory Solutions Corp's HP Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Helmerich & Payne (HP) in Q1 2023, closing a stake of 908 shares — an estimated $45K sold.

Coppell Advisory Solutions Corp first reported a position in HP in Q4 2022 and held it in 1 quarter. The position peaked at $45K in Q4 2022. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Helmerich & Payne position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 908 Helmerich & Payne shares in Q1 2023, an estimated $45K.
  • Coppell Advisory Solutions Corp first reported a position in Helmerich & Payne in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Helmerich & Payne position peaked at $45K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.