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Kapitalo Investimentos’s Helmerich & Payne HP Stock Holding History

Kapitalo Investimentos’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
-3,819
Closed -$161K – 619
2023
Q3 		$161K Buy
+3,819
New +$159K 0.02% 325
2023
Q1 		– Sell
-600
Closed -$29.7K – 462
2022
Q4 		$29.7K Buy
+600
New +$28.6K 0.02% 173

Other funds holding HP

BlackRock
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

Kapitalo Investimentos's HP Position: Q4 2023 in Review

Kapitalo Investimentos sold out of Helmerich & Payne (HP) in Q4 2023, closing a stake of 3,819 shares — an estimated $161K sold.

Kapitalo Investimentos first reported a position in HP in Q4 2022 and held it in 2 quarters. The position peaked at $161K in Q3 2023. 392 funds tracked by Wall St. Rank hold HP as of Q4 2023.

  • Kapitalo Investimentos reported no remaining Helmerich & Payne position as of Q4 2023 after selling out during the quarter.
  • Kapitalo Investimentos sold 3,819 Helmerich & Payne shares in Q4 2023, an estimated $161K.
  • Kapitalo Investimentos first reported a position in Helmerich & Payne in Q4 2022 and held it in 2 quarters.
  • Kapitalo Investimentos's Helmerich & Payne position peaked at $161K in Q3 2023.
  • 392 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2023.

Based on Kapitalo Investimentos's 13F filing for Q4 2023, filed 29 Mar 2024.