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Inspire Advisors’s Helmerich & Payne HP Stock Holding History

Inspire Advisors’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
2022
Q2 		– Sell
-7,479
Closed -$320K – 140
2022
Q1 		$320K Buy
+7,479
New +$258K 0.09% 56
2021
Q1 		– Sell
-1,222
Closed -$28K – 364
2020
Q4 		$28K Buy
+1,222
New +$23.7K 0.01% 311

Other funds holding HP

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BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Inspire Advisors's HP Position: Q2 2022 in Review

Inspire Advisors sold out of Helmerich & Payne (HP) in Q2 2022, closing a stake of 7,479 shares — an estimated $320K sold.

Inspire Advisors first reported a position in HP in Q4 2020 and held it in 2 quarters. The position peaked at $320K in Q1 2022. 346 funds tracked by Wall St. Rank hold HP as of Q2 2022.

  • Inspire Advisors reported no remaining Helmerich & Payne position as of Q2 2022 after selling out during the quarter.
  • Inspire Advisors sold 7,479 Helmerich & Payne shares in Q2 2022, an estimated $320K.
  • Inspire Advisors first reported a position in Helmerich & Payne in Q4 2020 and held it in 2 quarters.
  • Inspire Advisors's Helmerich & Payne position peaked at $320K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2022.

Based on Inspire Advisors's 13F filing for Q2 2022, filed 10 Aug 2022.