Financial Gravity Asset Management’s Helmerich & Payne HP Stock Holding History

Financial Gravity Asset 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
2024 Q2	–	Sell	-171	Closed	-$7.23K	–	1891
2024 Q1	$7.23K	Buy	171 +119	+229%	+$4.5K	﹤0.01%	790
2023 Q4	$1.99K	Buy	52 +16	+44%	+$619	﹤0.01%	979
2023 Q3	$1.4K	Buy	36 +1	+3%	+$42	﹤0.01%	728
2023 Q2	$8.3K	Sell	35 -1	-3%	-$34	0.02%	389
2023 Q1	$3.46K	Sell	36 -14	-28%	-$604	0.11%	227
2022 Q4	$189	Buy	+50	New	+$2.38K	﹤0.01%	975
2021 Q1	–	Sell	-2	Closed	–	–	822
2020 Q4	$0	Buy	+2	New	+$39	﹤0.01%	570
2018 Q3	$0	Sell	5 -228	-98%	-$14.6K	﹤0.01%	1489
2018 Q2	$15K	Buy	+233	New	+$15.9K	0.01%	512

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Financial Gravity Asset Management's HP Position: Q2 2024 in Review

Financial Gravity Asset Management sold out of Helmerich & Payne (HP) in Q2 2024, closing a stake of 171 shares — an estimated $7.23K sold.

Financial Gravity Asset Management first reported a position in HP in Q2 2018 and held it in 9 quarters. The position peaked at $15K in Q2 2018. 383 funds tracked by Wall St. Rank hold HP as of Q2 2024.

Financial Gravity Asset Management reported no remaining Helmerich & Payne position as of Q2 2024 after selling out during the quarter.
Financial Gravity Asset Management sold 171 Helmerich & Payne shares in Q2 2024, an estimated $7.23K.
Financial Gravity Asset Management first reported a position in Helmerich & Payne in Q2 2018 and held it in 9 quarters.
Financial Gravity Asset Management's Helmerich & Payne position peaked at $15K in Q2 2018.
383 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2024.

Based on Financial Gravity Asset Management's 13F filing for Q2 2024, filed 6 Aug 2024.