WR Wealth Planners’s Helmerich & Payne HP Stock Holding History

WR Wealth Planners’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
2023 Q4	–	Sell	-200	Closed	-$8.43K	–	480
2023 Q3	$8.43K	Hold	200	–	–	﹤0.01%	605
2023 Q2	$7.09K	Buy	+200	New	+$6.82K	﹤0.01%	626

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

WR Wealth Planners's HP Position: Q4 2023 in Review

WR Wealth Planners sold out of Helmerich & Payne (HP) in Q4 2023, closing a stake of 200 shares — an estimated $8.43K sold.

WR Wealth Planners first reported a position in HP in Q2 2023 and held it in 2 quarters. The position peaked at $8.43K in Q3 2023. 392 funds tracked by Wall St. Rank hold HP as of Q4 2023.

WR Wealth Planners reported no remaining Helmerich & Payne position as of Q4 2023 after selling out during the quarter.
WR Wealth Planners sold 200 Helmerich & Payne shares in Q4 2023, an estimated $8.43K.
WR Wealth Planners first reported a position in Helmerich & Payne in Q2 2023 and held it in 2 quarters.
WR Wealth Planners's Helmerich & Payne position peaked at $8.43K in Q3 2023.
392 funds tracked by Wall St. Rank held Helmerich & Payne as of Q4 2023.

Based on WR Wealth Planners's 13F filing for Q4 2023, filed 30 Jul 2024.