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Wealthcare Capital Management’s Helmerich & Payne HP Stock Holding History

Wealthcare Capital 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
2021
Q2 		– Sell
-37
Closed -$1K – 335
2021
Q1 		$1K Buy
+37
New +$1.02K ﹤0.01% 681

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Dimensional Fund Advisors
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VanEck Associates
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State Street
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Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 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

Wealthcare Capital Management's HP Position: Q2 2021 in Review

Wealthcare Capital Management sold out of Helmerich & Payne (HP) in Q2 2021, closing a stake of 37 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in HP in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 311 funds tracked by Wall St. Rank hold HP as of Q2 2021.

  • Wealthcare Capital Management reported no remaining Helmerich & Payne position as of Q2 2021 after selling out during the quarter.
  • Wealthcare Capital Management sold 37 Helmerich & Payne shares in Q2 2021, an estimated $1K.
  • Wealthcare Capital Management first reported a position in Helmerich & Payne in Q1 2021 and held it in 1 quarter.
  • Wealthcare Capital Management's Helmerich & Payne position peaked at $1K in Q1 2021.
  • 311 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.