TWM
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Tradition Wealth Management’s Helmerich & Payne HP Stock Holding History

Tradition Wealth 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
2023
Q4 		– Sell
-84
Closed -$4K – 1316
2023
Q3 		$4K Hold
84
– – ﹤0.01% 1237
2023
Q2 		$3K Buy
+84
New +$2.87K ﹤0.01% 1335

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tradition Wealth Management's HP Position: Q4 2023 in Review

Tradition Wealth Management sold out of Helmerich & Payne (HP) in Q4 2023, closing a stake of 84 shares — an estimated $4K sold.

Tradition Wealth Management first reported a position in HP in Q2 2023 and held it in 2 quarters. The position peaked at $4K in Q3 2023. 392 funds tracked by Wall St. Rank hold HP as of Q4 2023.

  • Tradition Wealth Management reported no remaining Helmerich & Payne position as of Q4 2023 after selling out during the quarter.
  • Tradition Wealth Management sold 84 Helmerich & Payne shares in Q4 2023, an estimated $4K.
  • Tradition Wealth Management first reported a position in Helmerich & Payne in Q2 2023 and held it in 2 quarters.
  • Tradition Wealth Management's Helmerich & Payne position peaked at $4K in Q3 2023.
  • 392 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2023.

Based on Tradition Wealth Management's 13F filing for Q4 2023, filed 12 Feb 2024.