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TFO Wealth Partners’s Helmerich & Payne HP Stock Holding History

TFO Wealth Partners’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
2024
Q2 		– Sell
-7
Closed -$294 – 371
2024
Q1 		$294 Hold
7
– – ﹤0.01% 403
2023
Q4 		$254 Hold
7
– – ﹤0.01% 572
2023
Q3 		$248 Hold
7
– – ﹤0.01% 725
2023
Q2 		$248 Hold
7
– – ﹤0.01% 452
2023
Q1 		$250 Sell
7
-171
-96% -$7.38K ﹤0.01% 421
2022
Q4 		$990 Buy
+178
New +$8.47K ﹤0.01% 367

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TFO Wealth Partners's HP Position: Q2 2024 in Review

TFO Wealth Partners sold out of Helmerich & Payne (HP) in Q2 2024, closing a stake of 7 shares — an estimated $294 sold.

TFO Wealth Partners first reported a position in HP in Q4 2022 and held it in 6 quarters. The position peaked at $990 in Q4 2022. 383 funds tracked by Wall St. Rank hold HP as of Q2 2024.

  • TFO Wealth Partners reported no remaining Helmerich & Payne position as of Q2 2024 after selling out during the quarter.
  • TFO Wealth Partners sold 7 Helmerich & Payne shares in Q2 2024, an estimated $294.
  • TFO Wealth Partners first reported a position in Helmerich & Payne in Q4 2022 and held it in 6 quarters.
  • TFO Wealth Partners's Helmerich & Payne position peaked at $990 in Q4 2022.
  • 383 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2024.

Based on TFO Wealth Partners's 13F filing for Q2 2024, filed 15 Aug 2024.