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Prospera Financial Services’s Helmerich & Payne HP Stock Holding History

Prospera Financial 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
Q3 		– Sell
-105
Closed -$5K – 1171
2022
Q2 		$5K Hold
105
– – ﹤0.01% 1455
2022
Q1 		$5K Buy
+105
New +$3.62K ﹤0.01% 2265
2020
Q4 		– Sell
-317
Closed -$5K – 1058
2020
Q3 		$5K Buy
+317
New +$5.52K ﹤0.01% 1283
2014
Q2 		– Sell
-3,929
Closed -$423K – 278
2014
Q1 		$423K Buy
3,929
+450
+13% +$41.8K 0.13% 115
2013
Q4 		$293K Sell
3,479
-300
-8% -$23.4K 0.1% 167
2013
Q3 		$268K Sell
3,779
-250
-6% -$16.5K 0.1% 168
2013
Q2 		$257K Buy
+4,029
New +$248K 0.12% 174

Other funds holding HP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Prospera Financial Services's HP Position: Q3 2022 in Review

Prospera Financial Services sold out of Helmerich & Payne (HP) in Q3 2022, closing a stake of 105 shares — an estimated $5K sold.

Prospera Financial Services first reported a position in HP in Q2 2013 and held it in 7 quarters. The position peaked at $423K in Q1 2014. 354 funds tracked by Wall St. Rank hold HP as of Q3 2022.

  • Prospera Financial Services reported no remaining Helmerich & Payne position as of Q3 2022 after selling out during the quarter.
  • Prospera Financial Services sold 105 Helmerich & Payne shares in Q3 2022, an estimated $5K.
  • Prospera Financial Services first reported a position in Helmerich & Payne in Q2 2013 and held it in 7 quarters.
  • Prospera Financial Services's Helmerich & Payne position peaked at $423K in Q1 2014.
  • 354 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2022.

Based on Prospera Financial Services's 13F filing for Q3 2022, filed 27 Oct 2022.