Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Helmerich & Payne HP Stock Holding History

Envestnet Portfolio 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
-6,417
Closed -$205K – 1659
2024
Q4 		$205K Sell
6,417
-420
-6% -$14.3K ﹤0.01% 1681
2024
Q3 		$208K Buy
6,837
+206
+3% +$7.12K ﹤0.01% 1638
2024
Q2 		$240K Sell
6,631
-2,224
-25% -$85.5K ﹤0.01% 1501
2024
Q1 		$372K Buy
8,855
+734
+9% +$27.8K ﹤0.01% 1247
2023
Q4 		$294K Buy
8,121
+236
+3% +$9.13K ﹤0.01% 1299
2023
Q3 		$332K Buy
+7,885
New +$329K ﹤0.01% 1176

Other funds holding HP

BlackRock
BlackRock New York $5.72T 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
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

Envestnet Portfolio Solutions's HP Position: Q1 2025 in Review

Envestnet Portfolio Solutions sold out of Helmerich & Payne (HP) in Q1 2025, closing a stake of 6,417 shares — an estimated $205K sold.

Envestnet Portfolio Solutions first reported a position in HP in Q3 2023 and held it in 6 quarters. The position peaked at $372K in Q1 2024. 351 funds tracked by Wall St. Rank hold HP as of Q1 2025.

  • Envestnet Portfolio Solutions reported no remaining Helmerich & Payne position as of Q1 2025 after selling out during the quarter.
  • Envestnet Portfolio Solutions sold 6,417 Helmerich & Payne shares in Q1 2025, an estimated $205K.
  • Envestnet Portfolio Solutions first reported a position in Helmerich & Payne in Q3 2023 and held it in 6 quarters.
  • Envestnet Portfolio Solutions's Helmerich & Payne position peaked at $372K in Q1 2024.
  • 351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2025.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2025, filed 21 Apr 2025.