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

Coppell Advisory Solutions’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
Q1 		– Sell
-129
Closed -$4.05K – 999
2024
Q4 		$4.05K Buy
129
+114
+760% +$3.87K ﹤0.01% 1376
2024
Q3 		$450 Hold
15
– – ﹤0.01% 1668
2024
Q2 		$542 Buy
+15
New +$577 ﹤0.01% 1586
2023
Q4 		$543 Sell
15
-893
-98% -$34.5K ﹤0.01% 1506
2023
Q3 		$45K Buy
+908
New +$37.9K 0.02% 342
2023
Q1 		– Sell
-908
Closed -$45K – 593
2022
Q4 		$45K Buy
+908
New +$43.2K 0.02% 346

Other funds holding HP

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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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
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Coppell Advisory Solutions's HP Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Helmerich & Payne (HP) in Q1 2025, closing a stake of 129 shares — an estimated $4.05K sold.

Coppell Advisory Solutions first reported a position in HP in Q4 2022 and held it in 6 quarters. The position peaked at $45K in Q3 2023. 351 funds tracked by Wall St. Rank hold HP as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Helmerich & Payne position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 129 Helmerich & Payne shares in Q1 2025, an estimated $4.05K.
  • Coppell Advisory Solutions first reported a position in Helmerich & Payne in Q4 2022 and held it in 6 quarters.
  • Coppell Advisory Solutions's Helmerich & Payne position peaked at $45K in Q3 2023.
  • 351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.