PWM
HP icon

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

Patriot 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
2017
Q4 		– Sell
-108,446
Closed -$5.65M – 90
2017
Q3 		$5.65M Buy
108,446
+808
+0.8% +$40K 0.92% 41
2017
Q2 		$5.85M Buy
+107,638
New +$6.31M 0.98% 43
2016
Q3 		– Sell
-87,029
Closed -$5.84M – 71
2016
Q2 		$5.84M Buy
+87,029
New +$5.38M 1.15% 32
2016
Q1 		– Sell
-71,989
Closed -$3.85M – 72
2015
Q4 		$3.85M Sell
71,989
-501
-0.7% -$27.7K 0.8% 51
2015
Q3 		$3.43M Buy
72,490
+2,144
+3% +$121K 0.79% 51
2015
Q2 		$4.95M Buy
70,346
+826
+1% +$61K 1.1% 36
2015
Q1 		$4.73M Buy
+69,520
New +$4.55M 1.05% 38

Other funds holding HP

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BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
KP
Kiltearn Partners Edinburgh, United Kingdom $372M AUM 18.16% 1-Year Est. Return