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Sowell Financial Services’s Helmerich & Payne HP Stock Holding History

Sowell Financial Services’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
-1,488
Closed -$42K – 1481
2021
Q1 		$42K Sell
1,488
-206
-12% -$5.69K ﹤0.01% 1725
2020
Q4 		$39K Buy
1,694
+2
+0.1% +$39 ﹤0.01% 1493
2020
Q3 		$25K Sell
1,692
-360
-18% -$6.27K ﹤0.01% 1460
2020
Q2 		$40K Sell
2,052
-311
-13% -$6.06K ﹤0.01% 1230
2020
Q1 		$37K Buy
2,363
+304
+15% +$10.7K ﹤0.01% 1150
2019
Q4 		$94K Buy
2,059
+750
+57% +$30.1K 0.01% 939
2019
Q3 		$52K Buy
+1,309
New +$57.7K ﹤0.01% 981

Other funds holding HP

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Vanguard Group
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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

Sowell Financial Services's HP Position: Q2 2021 in Review

Sowell Financial Services sold out of Helmerich & Payne (HP) in Q2 2021, closing a stake of 1,488 shares — an estimated $42K sold.

Sowell Financial Services first reported a position in HP in Q3 2019 and held it in 7 quarters. The position peaked at $94K in Q4 2019. 312 funds tracked by Wall St. Rank hold HP as of Q2 2021.

  • Sowell Financial Services reported no remaining Helmerich & Payne position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 1,488 Helmerich & Payne shares in Q2 2021, an estimated $42K.
  • Sowell Financial Services first reported a position in Helmerich & Payne in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's Helmerich & Payne position peaked at $94K in Q4 2019.
  • 312 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.