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Resurgent Financial Advisors’s Helmerich & Payne HP Stock Holding History

Resurgent 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
2024
Q1 		– Sell
-900
Closed -$32.6K – 313
2023
Q4 		$32.6K Hold
900
– – 0.02% 415
2023
Q3 		$37.9K Hold
900
– – 0.03% 368
2023
Q2 		$31.9K Sell
900
-350
-28% -$11.9K 0.02% 416
2023
Q1 		$44.7K Sell
1,250
-59
-5% -$2.55K 0.03% 350
2022
Q4 		$64.9K Buy
+1,309
New +$62.3K 0.03% 378

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
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
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return

Resurgent Financial Advisors's HP Position: Q1 2024 in Review

Resurgent Financial Advisors sold out of Helmerich & Payne (HP) in Q1 2024, closing a stake of 900 shares — an estimated $32.6K sold.

Resurgent Financial Advisors first reported a position in HP in Q4 2022 and held it in 5 quarters. The position peaked at $64.9K in Q4 2022. 402 funds tracked by Wall St. Rank hold HP as of Q1 2024.

  • Resurgent Financial Advisors reported no remaining Helmerich & Payne position as of Q1 2024 after selling out during the quarter.
  • Resurgent Financial Advisors sold 900 Helmerich & Payne shares in Q1 2024, an estimated $32.6K.
  • Resurgent Financial Advisors first reported a position in Helmerich & Payne in Q4 2022 and held it in 5 quarters.
  • Resurgent Financial Advisors's Helmerich & Payne position peaked at $64.9K in Q4 2022.
  • 402 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2024.

Based on Resurgent Financial Advisors's 13F filing for Q1 2024, filed 10 May 2024.