RWB
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RMR Wealth Builders’s Helmerich & Payne HP Stock Holding History

RMR Wealth Builders’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
2021
Q2 		– Sell
-192
Closed -$5K – 382
2021
Q1 		$5K Buy
192
+2
+1% +$55 ﹤0.01% 670
2020
Q4 		$4K Buy
+190
New +$3.68K ﹤0.01% 467
2020
Q3 		– Sell
-185
Closed -$4K – 327
2020
Q2 		$4K Buy
+185
New +$3.61K ﹤0.01% 388
2019
Q4 		$8K Buy
+176
New +$7.06K 0.01% 353

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $146B AUM 55.73% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return

RMR Wealth Builders's HP Position: Q2 2021 in Review

RMR Wealth Builders sold out of Helmerich & Payne (HP) in Q2 2021, closing a stake of 192 shares — an estimated $5K sold.

RMR Wealth Builders first reported a position in HP in Q4 2019 and held it in 4 quarters. The position peaked at $8K in Q4 2019. 312 funds tracked by Wall St. Rank hold HP as of Q2 2021.

  • RMR Wealth Builders reported no remaining Helmerich & Payne position as of Q2 2021 after selling out during the quarter.
  • RMR Wealth Builders sold 192 Helmerich & Payne shares in Q2 2021, an estimated $5K.
  • RMR Wealth Builders first reported a position in Helmerich & Payne in Q4 2019 and held it in 4 quarters.
  • RMR Wealth Builders's Helmerich & Payne position peaked at $8K in Q4 2019.
  • 312 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2021.

Based on RMR Wealth Builders's 13F filing for Q2 2021, filed 16 Aug 2021.