Wealthfront Advisers
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Wealthfront Advisers’s Helmerich & Payne HP Stock Holding History

Wealthfront Advisers’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
2020
Q3 		– Sell
-65,471
Closed -$1.28M – 510
2020
Q2 		$1.28M Sell
65,471
-91,568
-58% -$1.79M 0.01% 258
2020
Q1 		$2.46M Buy
157,039
+91,705
+140% +$3.23M 0.02% 116
2019
Q4 		$2.97M Buy
65,334
+37,070
+131% +$1.49M 0.02% 121
2019
Q3 		$1.13M Sell
28,264
-3,615
-11% -$159K 0.01% 266
2019
Q2 		$1.61M Buy
31,879
+3,586
+13% +$197K 0.01% 182
2019
Q1 		$1.57M Buy
28,293
+8,239
+41% +$449K 0.01% 185
2018
Q4 		$961K Buy
+20,054
New +$1.23M 0.01% 251

Other funds holding HP

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $146B AUM 55.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
Two Sigma Advisers
Two Sigma Advisers New York $51.4B AUM 31.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Wealthfront Advisers's HP Position: Q3 2020 in Review

Wealthfront Advisers sold out of Helmerich & Payne (HP) in Q3 2020, closing a stake of 65,471 shares — an estimated $1.28M sold.

Wealthfront Advisers first reported a position in HP in Q4 2018 and held it in 7 quarters. The position peaked at $2.97M in Q4 2019. 313 funds tracked by Wall St. Rank hold HP as of Q3 2020.

  • Wealthfront Advisers reported no remaining Helmerich & Payne position as of Q3 2020 after selling out during the quarter.
  • Wealthfront Advisers sold 65,471 Helmerich & Payne shares in Q3 2020, an estimated $1.28M.
  • Wealthfront Advisers first reported a position in Helmerich & Payne in Q4 2018 and held it in 7 quarters.
  • Wealthfront Advisers's Helmerich & Payne position peaked at $2.97M in Q4 2019.
  • 313 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2020.

Based on Wealthfront Advisers's 13F filing for Q3 2020, filed 16 Nov 2020.