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True Link Financial Advisors’s Helmerich & Payne HP Stock Holding History

True Link 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
Q1 		– Sell
-100
Closed -$2K – 188
2021
Q4 		$2K Hold
100
– – ﹤0.01% 726
2021
Q3 		$1K Buy
+100
New +$2.79K ﹤0.01% 770

Other funds holding HP

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Vanguard Group
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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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BTW
Boston Trust Walden Boston, Massachusetts $12.2B AUM 12.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

True Link Financial Advisors's HP Position: Q1 2022 in Review

True Link Financial Advisors sold out of Helmerich & Payne (HP) in Q1 2022, closing a stake of 100 shares — an estimated $2K sold.

True Link Financial Advisors first reported a position in HP in Q3 2021 and held it in 2 quarters. The position peaked at $2K in Q4 2021. 351 funds tracked by Wall St. Rank hold HP as of Q1 2022.

  • True Link Financial Advisors reported no remaining Helmerich & Payne position as of Q1 2022 after selling out during the quarter.
  • True Link Financial Advisors sold 100 Helmerich & Payne shares in Q1 2022, an estimated $2K.
  • True Link Financial Advisors first reported a position in Helmerich & Payne in Q3 2021 and held it in 2 quarters.
  • True Link Financial Advisors's Helmerich & Payne position peaked at $2K in Q4 2021.
  • 351 funds tracked by Wall St. Rank held Helmerich & Payne as of Q1 2022.

Based on True Link Financial Advisors's 13F filing for Q1 2022, filed 16 May 2022.