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Lloyd Advisory Services’s Helmerich & Payne HP Stock Holding History

Lloyd Advisory Services’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
2022
Q2 		– Sell
-802
Closed -$34K – 278
2022
Q1 		$34K Buy
802
+177
+28% +$6.1K 0.02% 276
2021
Q4 		$15K Buy
625
+65
+12% +$1.85K 0.01% 311
2021
Q3 		$15K Buy
560
+275
+96% +$7.68K 0.01% 279
2021
Q2 		$9K Buy
285
+112
+65% +$3.29K ﹤0.01% 287
2021
Q1 		$5K Hold
173
– – ﹤0.01% 291
2020
Q4 		$4K Buy
+173
New +$3.35K ﹤0.01% 272

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AllianceBernstein
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
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VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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

Lloyd Advisory Services's HP Position: Q2 2022 in Review

Lloyd Advisory Services sold out of Helmerich & Payne (HP) in Q2 2022, closing a stake of 802 shares — an estimated $34K sold.

Lloyd Advisory Services first reported a position in HP in Q4 2020 and held it in 6 quarters. The position peaked at $34K in Q1 2022. 346 funds tracked by Wall St. Rank hold HP as of Q2 2022.

  • Lloyd Advisory Services reported no remaining Helmerich & Payne position as of Q2 2022 after selling out during the quarter.
  • Lloyd Advisory Services sold 802 Helmerich & Payne shares in Q2 2022, an estimated $34K.
  • Lloyd Advisory Services first reported a position in Helmerich & Payne in Q4 2020 and held it in 6 quarters.
  • Lloyd Advisory Services's Helmerich & Payne position peaked at $34K in Q1 2022.
  • 346 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2022.

Based on Lloyd Advisory Services's 13F filing for Q2 2022, filed 15 Aug 2022.