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Harvest Group Wealth Management’s Helmerich & Payne HP Stock Holding History

Harvest Group Wealth 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
2021
Q1 		– Sell
-15
Closed – – 321
2020
Q4 		$0 Buy
+15
New +$291 ﹤0.01% 730
2020
Q3 		– Sell
-18
Closed – – 683
2020
Q2 		$0 Buy
+18
New +$351 ﹤0.01% 632

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State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Harvest Group Wealth Management's HP Position: Q1 2021 in Review

Harvest Group Wealth Management sold out of Helmerich & Payne (HP) in Q1 2021, closing a stake of 15 shares.

Harvest Group Wealth Management first reported a position in HP in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q4 2020. 330 funds tracked by Wall St. Rank hold HP as of Q1 2021.

  • Harvest Group Wealth Management reported no remaining Helmerich & Payne position as of Q1 2021 after selling out during the quarter.
  • Harvest Group Wealth Management sold 15 Helmerich & Payne shares in Q1 2021.
  • Harvest Group Wealth Management first reported a position in Helmerich & Payne in Q2 2020 and held it in 2 quarters.
  • Harvest Group Wealth Management's Helmerich & Payne position peaked at $0 in Q4 2020.
  • 330 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2021.

Based on Harvest Group Wealth Management's 13F filing for Q1 2021, filed 4 May 2021.