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Wetzel Investment Advisors’s Helmerich & Payne HP Stock Holding History

Wetzel Investment 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
2024
Q3 		– Sell
-100
Closed -$4.21K – 449
2024
Q2 		$4.21K Hold
100
– – ﹤0.01% 613
2024
Q1 		$4.12K Hold
100
– – ﹤0.01% 715
2023
Q4 		$4K Buy
+100
New +$3.87K ﹤0.01% 725

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
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Wetzel Investment Advisors's HP Position: Q3 2024 in Review

Wetzel Investment Advisors sold out of Helmerich & Payne (HP) in Q3 2024, closing a stake of 100 shares — an estimated $4.21K sold.

Wetzel Investment Advisors first reported a position in HP in Q4 2023 and held it in 3 quarters. The position peaked at $4.21K in Q2 2024. 385 funds tracked by Wall St. Rank hold HP as of Q3 2024.

  • Wetzel Investment Advisors reported no remaining Helmerich & Payne position as of Q3 2024 after selling out during the quarter.
  • Wetzel Investment Advisors sold 100 Helmerich & Payne shares in Q3 2024, an estimated $4.21K.
  • Wetzel Investment Advisors first reported a position in Helmerich & Payne in Q4 2023 and held it in 3 quarters.
  • Wetzel Investment Advisors's Helmerich & Payne position peaked at $4.21K in Q2 2024.
  • 385 funds tracked by Wall St. Rank held Helmerich & Payne as of Q3 2024.

Based on Wetzel Investment Advisors's 13F filing for Q3 2024, filed 29 Oct 2024.