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Crewe Advisors’s Helmerich & Payne HP Stock Holding History

Crewe 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
2024
Q1 		– Sell
-71
Closed -$2.57K – 969
2023
Q4 		$2.57K Buy
+71
New +$2.75K ﹤0.01% 282
2023
Q1 		– Sell
-79
Closed -$3.92K – 922
2022
Q4 		$3.92K Hold
79
– – ﹤0.01% 719
2022
Q3 		$3K Hold
79
– – ﹤0.01% 962
2022
Q2 		$3K Buy
+79
New +$3.67K ﹤0.01% 896

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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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Crewe Advisors's HP Position: Q1 2024 in Review

Crewe Advisors sold out of Helmerich & Payne (HP) in Q1 2024, closing a stake of 71 shares — an estimated $2.57K sold.

Crewe Advisors first reported a position in HP in Q2 2022 and held it in 4 quarters. The position peaked at $3.92K in Q4 2022. 402 funds tracked by Wall St. Rank hold HP as of Q1 2024.

  • Crewe Advisors reported no remaining Helmerich & Payne position as of Q1 2024 after selling out during the quarter.
  • Crewe Advisors sold 71 Helmerich & Payne shares in Q1 2024, an estimated $2.57K.
  • Crewe Advisors first reported a position in Helmerich & Payne in Q2 2022 and held it in 4 quarters.
  • Crewe Advisors's Helmerich & Payne position peaked at $3.92K in Q4 2022.
  • 402 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2024.

Based on Crewe Advisors's 13F filing for Q1 2024, filed 14 May 2024.