Paces Ferry Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Paces Ferry 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 Q4	–	Sell	-17	Closed	–	–	560
2020 Q3	$0	Buy	+17	New	+$296	﹤0.01%	1171

Other funds holding HP

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State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return

Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return

Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

Paces Ferry Wealth Advisors's HP Position: Q4 2020 in Review

Paces Ferry Wealth Advisors sold out of Helmerich & Payne (HP) in Q4 2020, closing a stake of 17 shares.

Paces Ferry Wealth Advisors first reported a position in HP in Q3 2020 and held it in 1 quarter. The position peaked at $0 in Q3 2020. 323 funds tracked by Wall St. Rank hold HP as of Q4 2020.

Paces Ferry Wealth Advisors reported no remaining Helmerich & Payne position as of Q4 2020 after selling out during the quarter.
Paces Ferry Wealth Advisors sold 17 Helmerich & Payne shares in Q4 2020.
Paces Ferry Wealth Advisors first reported a position in Helmerich & Payne in Q3 2020 and held it in 1 quarter.
Paces Ferry Wealth Advisors's Helmerich & Payne position peaked at $0 in Q3 2020.
323 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2020.

Based on Paces Ferry Wealth Advisors's 13F filing for Q4 2020, filed 5 Mar 2021.