TAIM
HP icon

TD Ameritrade Investment Management’s Helmerich & Payne HP Stock Holding History

TD Ameritrade Investment 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
2021
Q4 		– Sell
-1,589
Closed -$23K – 656
2021
Q3 		$23K Buy
+1,589
New +$44.4K ﹤0.01% 379
2021
Q2 		– Sell
-112
Closed -$3K – 650
2021
Q1 		$3K Hold
112
– – ﹤0.01% 560
2020
Q4 		$3K Sell
112
-1,477
-93% -$28.6K ﹤0.01% 560
2020
Q3 		$23K Buy
1,589
+242
+18% +$4.21K ﹤0.01% 379
2020
Q2 		$26K Sell
1,347
-279
-17% -$5.44K ﹤0.01% 363
2020
Q1 		$25K Buy
1,626
+836
+106% +$29.4K ﹤0.01% 344
2019
Q4 		$36K Sell
790
-10,757
-93% -$431K ﹤0.01% 342
2019
Q3 		$463K Buy
11,547
+2,142
+23% +$94.5K ﹤0.01% 165
2019
Q2 		$476K Buy
9,405
+1,959
+26% +$108K ﹤0.01% 155
2019
Q1 		$414K Buy
7,446
+2,468
+50% +$134K ﹤0.01% 143
2018
Q4 		$239K Buy
4,978
+2,356
+90% +$145K ﹤0.01% 148
2018
Q3 		$180K Buy
2,622
+2,310
+740% +$147K ﹤0.01% 142
2018
Q2 		$20K Buy
+312
New +$21.2K ﹤0.01% 186

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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

TD Ameritrade Investment Management's HP Position: Q4 2021 in Review

TD Ameritrade Investment Management sold out of Helmerich & Payne (HP) in Q4 2021, closing a stake of 1,589 shares — an estimated $23K sold.

TD Ameritrade Investment Management first reported a position in HP in Q2 2018 and held it in 13 quarters. The position peaked at $476K in Q2 2019. 312 funds tracked by Wall St. Rank hold HP as of Q4 2021.

  • TD Ameritrade Investment Management reported no remaining Helmerich & Payne position as of Q4 2021 after selling out during the quarter.
  • TD Ameritrade Investment Management sold 1,589 Helmerich & Payne shares in Q4 2021, an estimated $23K.
  • TD Ameritrade Investment Management first reported a position in Helmerich & Payne in Q2 2018 and held it in 13 quarters.
  • TD Ameritrade Investment Management's Helmerich & Payne position peaked at $476K in Q2 2019.
  • 312 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2021.

Based on TD Ameritrade Investment Management's 13F filing for Q4 2021, filed 11 Feb 2022.