Simplicity Wealth’s Helmerich & Payne HP Stock Holding History

Simplicity Wealth’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	-6,517	Closed	-$236K	–	796
2024 Q2	$236K	Buy	+6,517	New	+$251K	0.01%	1039

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Simplicity Wealth's HP Position: Q3 2024 in Review

Simplicity Wealth sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 6,517 shares — an estimated $236K sold.

Simplicity Wealth first reported a position in HP in Q2 2024 and held it in 1 quarter. The position peaked at $236K in Q2 2024. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

Simplicity Wealth reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
Simplicity Wealth sold 6,517 Helmerich & Payne shares in Q3 2024, an estimated $236K.
Simplicity Wealth first reported a position in Helmerich & Payne in Q2 2024 and held it in 1 quarter.
Simplicity Wealth's Helmerich & Payne position peaked at $236K in Q2 2024.
385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Simplicity Wealth's 13F filing for Q3 2024, filed 10 Oct 2024.