RWM
HP icon

Ruedi Wealth Management’s Helmerich & Payne HP Stock Holding History

Ruedi Wealth Management’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
Q3 		– Sell
-46
Closed -$1.66K – 422
2024
Q2 		$1.66K Buy
+46
New +$1.77K ﹤0.01% 337

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Ruedi Wealth Management's HP Position: Q3 2024 in Review

Ruedi Wealth Management sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 46 shares — an estimated $1.66K sold.

Ruedi Wealth Management first reported a position in HP in Q2 2024 and held it in 1 quarter. The position peaked at $1.66K in Q2 2024. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Ruedi Wealth Management reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Ruedi Wealth Management sold 46 Helmerich & Payne shares in Q3 2024, an estimated $1.66K.
  • Ruedi Wealth Management first reported a position in Helmerich & Payne in Q2 2024 and held it in 1 quarter.
  • Ruedi Wealth Management's Helmerich & Payne position peaked at $1.66K in Q2 2024.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Ruedi Wealth Management's 13F filing for Q3 2024, filed 22 Oct 2024.