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

Sequoia 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
Q3 		– Sell
-6,496
Closed -$235K – 1322
2024
Q2 		$235K Buy
6,496
+116
+2% +$4.46K ﹤0.01% 1017
2024
Q1 		$268K Buy
6,380
+163
+3% +$6.17K ﹤0.01% 914
2023
Q4 		$225K Sell
6,217
-314
-5% -$12.1K ﹤0.01% 1050
2023
Q3 		$275K Buy
6,531
+489
+8% +$20.4K ﹤0.01% 724
2023
Q2 		$214K Buy
+6,042
New +$206K ﹤0.01% 844

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

Sequoia Financial Advisors's HP Position: Q3 2024 in Review

Sequoia Financial Advisors sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 6,496 shares — an estimated $235K sold.

Sequoia Financial Advisors first reported a position in HP in Q2 2023 and held it in 5 quarters. The position peaked at $275K in Q3 2023. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Sequoia Financial Advisors reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Sequoia Financial Advisors sold 6,496 Helmerich & Payne shares in Q3 2024, an estimated $235K.
  • Sequoia Financial Advisors first reported a position in Helmerich & Payne in Q2 2023 and held it in 5 quarters.
  • Sequoia Financial Advisors's Helmerich & Payne position peaked at $275K in Q3 2023.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Sequoia Financial Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.