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Kovack Advisors’s Helmerich & Payne HP Stock Holding History

Kovack 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
2023
Q1 		– Sell
-13
Closed -$8.23K – 634
2022
Q4 		$8.23K Buy
+13
New +$619 ﹤0.01% 538
2022
Q3 		– Sell
-13
Closed -$8K – 600
2022
Q2 		$8K Hold
13
– – ﹤0.01% 593
2022
Q1 		$8K Buy
+13
New +$448 ﹤0.01% 716

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Kovack Advisors's HP Position: Q1 2023 in Review

Kovack Advisors sold out of Helmerich & Payne (HP) in Q1 2023, closing a stake of 4,814 shares — an estimated $239K sold.

Kovack Advisors first reported a position in HP in Q3 2017 and held it in 20 quarters. The position peaked at $611K in Q4 2019. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

  • Kovack Advisors reported no remaining Helmerich & Payne position as of Q1 2023 after selling out during the quarter.
  • Kovack Advisors sold 4,814 Helmerich & Payne shares in Q1 2023, an estimated $239K.
  • Kovack Advisors first reported a position in Helmerich & Payne in Q3 2017 and held it in 20 quarters.
  • Kovack Advisors's Helmerich & Payne position peaked at $611K in Q4 2019.
  • 378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on Kovack Advisors's 13F filing for Q1 2023, filed 21 Apr 2023.