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Doyle Wealth Management’s Helmerich & Payne HP Stock Holding History

Doyle Wealth Management’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
2019
Q3 		– Sell
-33
Closed -$2K – 422
2019
Q2 		$2K Buy
+33
New +$1.82K ﹤0.01% 787

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Doyle Wealth Management's HP Position: Q3 2019 in Review

Doyle Wealth Management sold out of Helmerich & Payne (HP) in Q3 2019, closing a stake of 33 shares — an estimated $2K sold.

Doyle Wealth Management first reported a position in HP in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 448 funds tracked by Wall St. Rank hold HP as of Q3 2019.

  • Doyle Wealth Management reported no remaining Helmerich & Payne position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 33 Helmerich & Payne shares in Q3 2019, an estimated $2K.
  • Doyle Wealth Management first reported a position in Helmerich & Payne in Q2 2019 and held it in 1 quarter.
  • Doyle Wealth Management's Helmerich & Payne position peaked at $2K in Q2 2019.
  • 448 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.