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Financial Freedom LLC’s Helmerich & Payne HP Stock Holding History

Financial Freedom LLC’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
2023
Q4 		– Sell
-260
Closed -$11K – 367
2023
Q3 		$11K Hold
260
– – 0.01% 264
2023
Q2 		$9.23K Hold
260
– – 0.01% 284
2023
Q1 		$9.3K Buy
260
+3
+1% +$129 0.01% 278
2022
Q4 		$12.7K Buy
+257
New +$12.2K 0.01% 244

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Dimensional Fund Advisors
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Financial Freedom LLC's HP Position: Q4 2023 in Review

Financial Freedom LLC sold out of Helmerich & Payne (HP) in Q4 2023, closing a stake of 260 shares — an estimated $11K sold.

Financial Freedom LLC first reported a position in HP in Q4 2022 and held it in 4 quarters. The position peaked at $12.7K in Q4 2022. 392 funds tracked by Wall St. Rank hold HP as of Q4 2023.

  • Financial Freedom LLC reported no remaining Helmerich & Payne position as of Q4 2023 after selling out during the quarter.
  • Financial Freedom LLC sold 260 Helmerich & Payne shares in Q4 2023, an estimated $11K.
  • Financial Freedom LLC first reported a position in Helmerich & Payne in Q4 2022 and held it in 4 quarters.
  • Financial Freedom LLC's Helmerich & Payne position peaked at $12.7K in Q4 2022.
  • 392 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2023.

Based on Financial Freedom LLC's 13F filing for Q4 2023, filed 24 Jan 2024.