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

Valeo 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
2021 Q2	–	Sell	-10	Closed	–	–	1080
2021 Q1	$0	Buy	+10	New	+$276	﹤0.01%	2093
2019 Q2	–	Sell	-40	Closed	-$2K	–	1601
2019 Q1	$2K	Hold	40	–	–	﹤0.01%	1356
2018 Q4	$2K	Hold	40	–	–	﹤0.01%	1281
2018 Q3	$2K	Buy	+40	New	+$2.55K	﹤0.01%	1467

Other funds holding HP

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

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

Valeo Financial Advisors's HP Position: Q2 2021 in Review

Valeo Financial Advisors sold out of Helmerich & Payne (HP) in Q2 2021, closing a stake of 10 shares.

Valeo Financial Advisors first reported a position in HP in Q3 2018 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 311 funds tracked by Wall St. Rank hold HP as of Q2 2021.

Valeo Financial Advisors reported no remaining Helmerich & Payne position as of Q2 2021 after selling out during the quarter.
Valeo Financial Advisors sold 10 Helmerich & Payne shares in Q2 2021.
Valeo Financial Advisors first reported a position in Helmerich & Payne in Q3 2018 and held it in 4 quarters.
Valeo Financial Advisors's Helmerich & Payne position peaked at $2K in Q1 2019.
311 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2021.

Based on Valeo Financial Advisors's 13F filing for Q2 2021, filed 22 Jul 2021.