TD Private Client Wealth’s Helmerich & Payne HP Stock Holding History

TD Private Client 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
2025 Q2	–	Sell	-61	Closed	-$1.59K	–	1458
2025 Q1	$1.59K	Buy	+61	New	+$1.77K	﹤0.01%	1224
2024 Q1	–	Sell	-1,904	Closed	-$69K	–	1241
2023 Q4	$69K	Hold	1,904	–	–	﹤0.01%	762
2023 Q3	$80.3K	Buy	1,904 +447	+31%	+$18.7K	﹤0.01%	687
2023 Q2	$51.7K	Hold	1,457	–	–	﹤0.01%	778
2023 Q1	$52.1K	Buy	+1,457	New	+$62.9K	﹤0.01%	756
2021 Q4	–	Sell	-43	Closed	-$1.18K	–	1212
2021 Q3	$1.18K	Hold	43	–	–	﹤0.01%	1082
2021 Q2	$1.4K	Hold	43	–	–	﹤0.01%	1069
2021 Q1	$1.16K	Hold	43	–	–	﹤0.01%	1049
2020 Q4	$996	Sell	43 -212	-83%	-$4.11K	﹤0.01%	1019
2020 Q3	$3.74K	Sell	255 -269	-51%	-$4.69K	﹤0.01%	860
2020 Q2	$10.2K	Sell	524 -117	-18%	-$2.28K	﹤0.01%	798
2020 Q1	$10K	Buy	641 +104	+19%	+$3.66K	﹤0.01%	760
2019 Q4	$24.4K	Buy	+537	New	+$21.5K	﹤0.01%	688

Other funds holding HP

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $146B AUM 55.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

TD Private Client Wealth's HP Position: Q2 2025 in Review

TD Private Client Wealth sold out of Helmerich & Payne (HP) in Q2 2025, closing a stake of 61 shares — an estimated $1.59K sold.

TD Private Client Wealth first reported a position in HP in Q4 2019 and held it in 13 quarters. The position peaked at $80.3K in Q3 2023. 340 funds tracked by Wall St. Rank hold HP as of Q2 2025.

TD Private Client Wealth reported no remaining Helmerich & Payne position as of Q2 2025 after selling out during the quarter.
TD Private Client Wealth sold 61 Helmerich & Payne shares in Q2 2025, an estimated $1.59K.
TD Private Client Wealth first reported a position in Helmerich & Payne in Q4 2019 and held it in 13 quarters.
TD Private Client Wealth's Helmerich & Payne position peaked at $80.3K in Q3 2023.
340 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2025.

Based on TD Private Client Wealth's 13F filing for Q2 2025, filed 15 Jul 2025.