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Liberty Wealth Management’s Helmerich & Payne HP Stock Holding History

Liberty 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
2019
Q4 		– Sell
-32
Closed -$1K – 934
2019
Q3 		$1K Hold
32
– – ﹤0.01% 793
2019
Q2 		$2K Sell
32
-570
-95% -$31.4K ﹤0.01% 760
2019
Q1 		$33K Buy
602
+47
+8% +$2.56K 0.02% 268
2018
Q4 		$26K Buy
+555
New +$34.1K 0.02% 288

Other funds holding HP

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Liberty Wealth Management's HP Position: Q4 2019 in Review

Liberty Wealth Management sold out of Helmerich & Payne (HP) in Q4 2019, closing a stake of 32 shares — an estimated $1K sold.

Liberty Wealth Management first reported a position in HP in Q4 2018 and held it in 4 quarters. The position peaked at $33K in Q1 2019. 444 funds tracked by Wall St. Rank hold HP as of Q4 2019.

  • Liberty Wealth Management reported no remaining Helmerich & Payne position as of Q4 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 32 Helmerich & Payne shares in Q4 2019, an estimated $1K.
  • Liberty Wealth Management first reported a position in Helmerich & Payne in Q4 2018 and held it in 4 quarters.
  • Liberty Wealth Management's Helmerich & Payne position peaked at $33K in Q1 2019.
  • 444 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2019.

Based on Liberty Wealth Management's 13F filing for Q4 2019, filed 5 Feb 2020.