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

Selective 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
2022
Q4 		– Sell
-206
Closed -$8K – 374
2022
Q3 		$8K Hold
206
– – ﹤0.01% 545
2022
Q2 		$9K Hold
206
– – ﹤0.01% 571
2022
Q1 		$9K Buy
+206
New +$7.1K ﹤0.01% 541

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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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Selective Wealth Management's HP Position: Q4 2022 in Review

Selective Wealth Management sold out of Helmerich & Payne (HP) in Q4 2022, closing a stake of 206 shares — an estimated $8K sold.

Selective Wealth Management first reported a position in HP in Q1 2022 and held it in 3 quarters. The position peaked at $9K in Q2 2022. 397 funds tracked by Wall St. Rank hold HP as of Q4 2022.

  • Selective Wealth Management reported no remaining Helmerich & Payne position as of Q4 2022 after selling out during the quarter.
  • Selective Wealth Management sold 206 Helmerich & Payne shares in Q4 2022, an estimated $8K.
  • Selective Wealth Management first reported a position in Helmerich & Payne in Q1 2022 and held it in 3 quarters.
  • Selective Wealth Management's Helmerich & Payne position peaked at $9K in Q2 2022.
  • 397 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2022.

Based on Selective Wealth Management's 13F filing for Q4 2022, filed 23 Jan 2023.