FCH
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Freestone Capital Holdings’s Helmerich & Payne HP Stock Holding History

Freestone Capital Holdings’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
Q3 		– Sell
-24,000
Closed -$867K – 464
2024
Q2 		$867K Hold
24,000
– – 0.03% 228
2024
Q1 		$1.01M Buy
+24,000
New +$908K 0.04% 211

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Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
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American Century Companies
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Freestone Capital Holdings's HP Position: Q3 2024 in Review

Freestone Capital Holdings sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 24,000 shares — an estimated $867K sold.

Freestone Capital Holdings first reported a position in HP in Q1 2024 and held it in 2 quarters. The position peaked at $1.01M in Q1 2024. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Freestone Capital Holdings reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Freestone Capital Holdings sold 24,000 Helmerich & Payne shares in Q3 2024, an estimated $867K.
  • Freestone Capital Holdings first reported a position in Helmerich & Payne in Q1 2024 and held it in 2 quarters.
  • Freestone Capital Holdings's Helmerich & Payne position peaked at $1.01M in Q1 2024.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Freestone Capital Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.