WAM
HP icon

Wealthspire Advisors (Maryland)’s Helmerich & Payne HP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-1,176
Closed -$65K – 1132
2019
Q1 		$65K Sell
1,176
-78
-6% -$4.25K ﹤0.01% 793
2018
Q4 		$60K Buy
1,254
+103
+9% +$6.32K 0.01% 780
2018
Q3 		$79K Buy
1,151
+13
+1% +$830 0.01% 787
2018
Q2 		$73K Buy
1,138
+36
+3% +$2.45K 0.01% 827
2018
Q1 		$73K Sell
1,102
-31
-3% -$2.09K 0.01% 832
2017
Q4 		$73K Buy
1,133
+384
+51% +$21.5K 0.01% 843
2017
Q3 		$39K Sell
749
-973
-57% -$48.1K ﹤0.01% 1060
2017
Q2 		$94K Buy
1,722
+121
+8% +$7.09K 0.01% 716
2017
Q1 		$107K Sell
1,601
-248
-13% -$17.7K 0.02% 577
2016
Q4 		$143K Buy
1,849
+234
+14% +$16.6K 0.02% 472
2016
Q3 		$109K Sell
1,615
-225
-12% -$14.1K 0.02% 544
2016
Q2 		$124K Buy
1,840
+30
+2% +$1.85K 0.02% 488
2016
Q1 		$106K Buy
1,810
+1,178
+186% +$62.3K 0.02% 510
2015
Q4 		$34K Buy
+632
New +$35K 0.01% 813

Other funds holding HP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Helmerich & Payne (HP) in Q2 2019, closing a stake of 1,176 shares — an estimated $65K sold.

Wealthspire Advisors (Maryland) first reported a position in HP in Q4 2015 and held it in 14 quarters. The position peaked at $143K in Q4 2016. 511 funds tracked by Wall St. Rank hold HP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Helmerich & Payne position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,176 Helmerich & Payne shares in Q2 2019, an estimated $65K.
  • Wealthspire Advisors (Maryland) first reported a position in Helmerich & Payne in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Helmerich & Payne position peaked at $143K in Q4 2016.
  • 511 funds tracked by Wall St. Rank held Helmerich & Payne as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.