Plante Moran Financial Advisors’s Helmerich & Payne HP Stock Holding History

Plante Moran 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
2022 Q1	–	Sell	-30	Closed	-$1K	–	886
2021 Q4	$1K	Buy	+30	New	+$855	﹤0.01%	961
2021 Q2	–	Sell	-111	Closed	-$3K	–	1005
2021 Q1	$3K	Buy	+111	New	+$3.07K	﹤0.01%	861
2018 Q2	–	Sell	-41	Closed	-$3K	–	889
2018 Q1	$3K	Hold	41	–	–	﹤0.01%	782
2017 Q4	$3K	Hold	41	–	–	﹤0.01%	752
2017 Q3	$2K	Hold	41	–	–	﹤0.01%	725
2017 Q2	$2K	Hold	41	–	–	﹤0.01%	744
2017 Q1	$3K	Hold	41	–	–	﹤0.01%	757
2016 Q4	$3K	Hold	41	–	–	﹤0.01%	798
2016 Q3	$3K	Hold	41	–	–	﹤0.01%	784
2016 Q2	$3K	Hold	41	–	–	﹤0.01%	722
2016 Q1	$2K	Buy	41 +7	+21%	+$370	﹤0.01%	723
2015 Q4	$2K	Buy	+34	New	+$1.88K	﹤0.01%	855
2015 Q1	–	Sell	-200	Closed	-$13K	–	752
2014 Q4	$13K	Hold	200	–	–	0.01%	482
2014 Q3	$20K	Buy	+200	New	+$21.3K	0.02%	405

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 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

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BTW

Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Plante Moran Financial Advisors's HP Position: Q1 2022 in Review

Plante Moran Financial Advisors sold out of Helmerich & Payne (HP) in Q1 2022, closing a stake of 30 shares — an estimated $1K sold.

Plante Moran Financial Advisors first reported a position in HP in Q3 2014 and held it in 14 quarters. The position peaked at $20K in Q3 2014. 351 funds tracked by Wall St. Rank hold HP as of Q1 2022.

Plante Moran Financial Advisors reported no remaining Helmerich & Payne position as of Q1 2022 after selling out during the quarter.
Plante Moran Financial Advisors sold 30 Helmerich & Payne shares in Q1 2022, an estimated $1K.
Plante Moran Financial Advisors first reported a position in Helmerich & Payne in Q3 2014 and held it in 14 quarters.
Plante Moran Financial Advisors's Helmerich & Payne position peaked at $20K in Q3 2014.
351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2022.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2022, filed 6 May 2022.