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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
-16
Closed -$692 – 1592
2024
Q1 		$692 Hold
16
– – ﹤0.01% 785
2023
Q4 		$596 Buy
+16
New +$619 ﹤0.01% 867
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

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State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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 16 shares — an estimated $692 sold.

Financial Gravity Asset Management first reported a position in HP in Q2 2018 and held it in 5 quarters. The position peaked at $15K in Q2 2018. 384 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 16 Helmerich & Payne shares in Q2 2024, an estimated $692.
  • Financial Gravity Asset Management first reported a position in Helmerich & Payne in Q2 2018 and held it in 5 quarters.
  • Financial Gravity Asset Management's Helmerich & Payne position peaked at $15K in Q2 2018.
  • 384 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.