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Sutton Wealth Advisors’s Helmerich & Payne HP Stock Holding History

Sutton Wealth 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
2023
Q1 		– Sell
-1,936
Closed -$96K – 1141
2022
Q4 		$96K Hold
1,936
– – 0.04% 256
2022
Q3 		$71.6K Hold
1,936
– – 0.03% 303
2022
Q2 		$83.4K Hold
1,936
– – 0.03% 268
2022
Q1 		$82.8K Hold
1,936
– – 0.03% 284
2021
Q4 		$45.9K Buy
1,936
+134
+7% +$3.82K 0.02% 438
2021
Q3 		$49.4K Sell
1,802
-32
-2% -$893 0.02% 395
2021
Q2 		$59.8K Hold
1,834
– – 0.02% 358
2021
Q1 		$49.4K Hold
1,834
– – 0.02% 395
2020
Q4 		$42.5K Buy
1,834
+1,760
+2,378% +$34.1K 0.02% 407
2020
Q3 		$1.08K Sell
74
-2,294
-97% -$40K ﹤0.01% 1127
2020
Q2 		$46.2K Buy
2,368
+2,271
+2,341% +$44.3K 0.02% 320
2020
Q1 		$1.52K Buy
+97
New +$3.42K ﹤0.01% 1060
2019
Q3 		– Sell
-49
Closed -$2.16K – 1194
2019
Q2 		$2.48K Hold
49
– – ﹤0.01% 1026
2019
Q1 		$2.72K Hold
49
– – ﹤0.01% 1014
2018
Q4 		$2.35K Hold
49
– – ﹤0.01% 981
2018
Q3 		$3.37K Sell
49
-217
-82% -$13.9K ﹤0.01% 950
2018
Q2 		$17K Hold
266
– – 0.01% 656
2018
Q1 		$17.7K Buy
266
+19
+8% +$1.28K 0.01% 619
2017
Q4 		$16K Buy
247
+198
+404% +$11.1K 0.01% 634
2017
Q3 		$2.55K Buy
+49
New +$2.42K ﹤0.01% 935
2017
Q2 		– Sell
-127
Closed -$8.45K – 1092
2017
Q1 		$8.45K Hold
127
– – 0.01% 751
2016
Q4 		$9.83K Hold
127
– – 0.01% 697
2016
Q3 		$8.55K Buy
+127
New +$7.97K 0.01% 701

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Sutton Wealth Advisors's HP Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Helmerich & Payne (HP) in Q1 2023, closing a stake of 1,936 shares — an estimated $96K sold.

Sutton Wealth Advisors first reported a position in HP in Q3 2016 and held it in 23 quarters. The position peaked at $96K in Q4 2022. 378 funds tracked by Wall St. Rank hold HP as of Q1 2023.

  • Sutton Wealth Advisors reported no remaining Helmerich & Payne position as of Q1 2023 after selling out during the quarter.
  • Sutton Wealth Advisors sold 1,936 Helmerich & Payne shares in Q1 2023, an estimated $96K.
  • Sutton Wealth Advisors first reported a position in Helmerich & Payne in Q3 2016 and held it in 23 quarters.
  • Sutton Wealth Advisors's Helmerich & Payne position peaked at $96K in Q4 2022.
  • 378 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2023.

Based on Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.