Evoke Wealth’s Helmerich & Payne HP Stock Holding History

Evoke Wealth’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
2020 Q3	–	Sell	-18	Closed	–	–	1067
2020 Q2	$0	Sell	18 -8	-31%	-$156	﹤0.01%	1120
2020 Q1	$407	Sell	26 -44	-63%	-$1.55K	﹤0.01%	1035
2019 Q4	$3.18K	Buy	70 +13	+23%	+$521	﹤0.01%	995
2019 Q3	$2.31K	Buy	+57	New	+$2.52K	﹤0.01%	1172

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Evoke Wealth's HP Position: Q3 2020 in Review

Evoke Wealth sold out of Helmerich & Payne (HP) in Q3 2020, closing a stake of 18 shares.

Evoke Wealth first reported a position in HP in Q3 2019 and held it in 4 quarters. The position peaked at $3.18K in Q4 2019. 313 funds tracked by Wall St. Rank hold HP as of Q3 2020.

Evoke Wealth reported no remaining Helmerich & Payne position as of Q3 2020 after selling out during the quarter.
Evoke Wealth sold 18 Helmerich & Payne shares in Q3 2020.
Evoke Wealth first reported a position in Helmerich & Payne in Q3 2019 and held it in 4 quarters.
Evoke Wealth's Helmerich & Payne position peaked at $3.18K in Q4 2019.
313 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2020.

Based on Evoke Wealth's 13F filing for Q3 2020, filed 13 Nov 2020.