TFA
HP icon

Teamwork Financial Advisors’s Helmerich & Payne HP Stock Holding History

Teamwork Financial 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
2022
Q4 		– Sell
-7,847
Closed -$290K – 204
2022
Q3 		$290K Sell
7,847
-48
-0.6% -$2.02K 0.06% 171
2022
Q2 		$340K Sell
7,895
-9,474
-55% -$440K 0.07% 163
2022
Q1 		$743K Buy
17,369
+4,217
+32% +$145K 0.14% 130
2021
Q4 		$312K Buy
13,152
+1,090
+9% +$31.1K 0.06% 230
2021
Q3 		$331K Buy
+12,062
New +$337K 0.07% 199

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Teamwork Financial Advisors's HP Position: Q4 2022 in Review

Teamwork Financial Advisors sold out of Helmerich & Payne (HP) in Q4 2022, closing a stake of 7,847 shares — an estimated $290K sold.

Teamwork Financial Advisors first reported a position in HP in Q3 2021 and held it in 5 quarters. The position peaked at $743K in Q1 2022. 397 funds tracked by Wall St. Rank hold HP as of Q4 2022.

  • Teamwork Financial Advisors reported no remaining Helmerich & Payne position as of Q4 2022 after selling out during the quarter.
  • Teamwork Financial Advisors sold 7,847 Helmerich & Payne shares in Q4 2022, an estimated $290K.
  • Teamwork Financial Advisors first reported a position in Helmerich & Payne in Q3 2021 and held it in 5 quarters.
  • Teamwork Financial Advisors's Helmerich & Payne position peaked at $743K in Q1 2022.
  • 397 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2022.

Based on Teamwork Financial Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.