RIA
HP icon

Realta Investment Advisors’s Helmerich & Payne HP Stock Holding History

Realta Investment 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
Q1 		– Sell
-345
Closed -$14K – 761
2019
Q4 		$14K Hold
345
– – ﹤0.01% 1045
2019
Q3 		$14K Hold
345
– – ﹤0.01% 1022
2019
Q2 		$18K Buy
345
+100
+41% +$5.5K 0.01% 964
2019
Q1 		$14K Buy
+245
New +$13.3K 0.01% 845

Other funds holding HP

State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Realta Investment Advisors's HP Position: Q1 2020 in Review

Realta Investment Advisors sold out of Helmerich & Payne (HP) in Q1 2020, closing a stake of 345 shares — an estimated $14K sold.

Realta Investment Advisors first reported a position in HP in Q1 2019 and held it in 4 quarters. The position peaked at $18K in Q2 2019. 368 funds tracked by Wall St. Rank hold HP as of Q1 2020.

  • Realta Investment Advisors reported no remaining Helmerich & Payne position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 345 Helmerich & Payne shares in Q1 2020, an estimated $14K.
  • Realta Investment Advisors first reported a position in Helmerich & Payne in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's Helmerich & Payne position peaked at $18K in Q2 2019.
  • 368 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.