Lenox Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Lenox Wealth 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
2020 Q2	–	Sell	-30	Closed	–	–	679
2020 Q1	$0	Sell	30 -12	-29%	-$423	﹤0.01%	847
2019 Q4	$2K	Buy	42 +12	+40%	+$481	﹤0.01%	600
2019 Q3	$1K	Buy	+30	New	+$1.32K	﹤0.01%	577

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Lenox Wealth Advisors's HP Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of Helmerich & Payne (HP) in Q2 2020, closing a stake of 30 shares.

Lenox Wealth Advisors first reported a position in HP in Q3 2019 and held it in 3 quarters. The position peaked at $2K in Q4 2019. 349 funds tracked by Wall St. Rank hold HP as of Q2 2020.

Lenox Wealth Advisors reported no remaining Helmerich & Payne position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 30 Helmerich & Payne shares in Q2 2020.
Lenox Wealth Advisors first reported a position in Helmerich & Payne in Q3 2019 and held it in 3 quarters.
Lenox Wealth Advisors's Helmerich & Payne position peaked at $2K in Q4 2019.
349 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.