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LGT Financial Advisors’s Helmerich & Payne HP Stock Holding History

LGT Financial 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
2024
Q4 		– Sell
-121
Closed -$3.68K – 743
2024
Q3 		$3.68K Sell
121
-354
-75% -$12.2K 0.01% 587
2024
Q2 		$17.2K Hold
475
– – 0.04% 344
2024
Q1 		$20K Hold
475
– – 0.02% 361
2023
Q4 		$17.2K Hold
475
– – 0.02% 385
2023
Q3 		$20K Buy
+475
New +$19.8K 0.03% 340

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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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
AIM
ARGA Investment Management Stamford, Connecticut $3.05B AUM 47.96% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LGT Financial Advisors's HP Position: Q4 2024 in Review

LGT Financial Advisors sold out of Helmerich & Payne (HP) in Q4 2024, closing a stake of 121 shares — an estimated $3.68K sold.

LGT Financial Advisors first reported a position in HP in Q3 2023 and held it in 5 quarters. The position peaked at $20K in Q3 2023. 374 funds tracked by Wall St. Rank hold HP as of Q4 2024.

  • LGT Financial Advisors reported no remaining Helmerich & Payne position as of Q4 2024 after selling out during the quarter.
  • LGT Financial Advisors sold 121 Helmerich & Payne shares in Q4 2024, an estimated $3.68K.
  • LGT Financial Advisors first reported a position in Helmerich & Payne in Q3 2023 and held it in 5 quarters.
  • LGT Financial Advisors's Helmerich & Payne position peaked at $20K in Q3 2023.
  • 374 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2024.

Based on LGT Financial Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.