JWM
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Janiczek Wealth Management’s Helmerich & Payne HP Stock Holding History

Janiczek 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
2023
Q4 		– Sell
-8
Closed -$338 – 1148
2023
Q3 		$338 Hold
8
– – ﹤0.01% 1006
2023
Q2 		$284 Hold
8
– – ﹤0.01% 943
2023
Q1 		$300 Sell
8
-27
-77% -$1.17K ﹤0.01% 943
2022
Q4 		$1.75K Hold
35
– – ﹤0.01% 792
2022
Q3 		$1K Hold
35
– – ﹤0.01% 838
2022
Q2 		$2K Hold
35
– – ﹤0.01% 778
2022
Q1 		$1K Hold
35
– – ﹤0.01% 864
2021
Q4 		$1K Hold
35
– – ﹤0.01% 921
2021
Q3 		$1K Sell
35
-15
-30% -$419 ﹤0.01% 896
2021
Q2 		$2K Buy
50
+15
+43% +$441 ﹤0.01% 760
2021
Q1 		$1K Hold
35
– – ﹤0.01% 807
2020
Q4 		$1K Buy
+35
New +$678 ﹤0.01% 735

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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Janiczek Wealth Management's HP Position: Q4 2023 in Review

Janiczek Wealth Management sold out of Helmerich & Payne (HP) in Q4 2023, closing a stake of 8 shares — an estimated $338 sold.

Janiczek Wealth Management first reported a position in HP in Q4 2020 and held it in 12 quarters. The position peaked at $2K in Q2 2022. 392 funds tracked by Wall St. Rank hold HP as of Q4 2023.

  • Janiczek Wealth Management reported no remaining Helmerich & Payne position as of Q4 2023 after selling out during the quarter.
  • Janiczek Wealth Management sold 8 Helmerich & Payne shares in Q4 2023, an estimated $338.
  • Janiczek Wealth Management first reported a position in Helmerich & Payne in Q4 2020 and held it in 12 quarters.
  • Janiczek Wealth Management's Helmerich & Payne position peaked at $2K in Q2 2022.
  • 392 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2023.

Based on Janiczek Wealth Management's 13F filing for Q4 2023, filed 29 Jan 2024.