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First Western Trust Bank’s Helmerich & Payne HP Stock Holding History

First Western Trust Bank’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
Q1 		– Sell
-4,057
Closed -$201K – 184
2022
Q4 		$201K Buy
+4,057
New +$193K 0.01% 180

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State Street
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AllianceBernstein
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

First Western Trust Bank's HP Position: Q1 2023 in Review

First Western Trust Bank sold out of Helmerich & Payne (HP) in Q1 2023, closing a stake of 4,057 shares — an estimated $201K sold.

First Western Trust Bank first reported a position in HP in Q4 2022 and held it in 1 quarter. The position peaked at $201K in Q4 2022. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

  • First Western Trust Bank reported no remaining Helmerich & Payne position as of Q1 2023 after selling out during the quarter.
  • First Western Trust Bank sold 4,057 Helmerich & Payne shares in Q1 2023, an estimated $201K.
  • First Western Trust Bank first reported a position in Helmerich & Payne in Q4 2022 and held it in 1 quarter.
  • First Western Trust Bank's Helmerich & Payne position peaked at $201K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on First Western Trust Bank's 13F filing for Q1 2023, filed 15 May 2023.