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Accurate Wealth Management’s HP HPQ Stock Holding History

Accurate Wealth Management’s Portfolio HPQ Stock Details HPQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-2,998
Closed -$87.2K – 762
2022
Q4 		$87.2K Buy
+2,998
New +$83K 0.03% 328
2022
Q2 		– Sell
-7,178
Closed -$261K – 168
2022
Q1 		$261K Buy
+7,178
New +$265K 0.12% 133

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Accurate Wealth Management's HPQ Position: Q1 2023 in Review

Accurate Wealth Management sold out of HP (HPQ) in Q1 2023, closing a stake of 2,998 shares — an estimated $87.2K sold.

Accurate Wealth Management first reported a position in HPQ in Q1 2022 and held it in 2 quarters. The position peaked at $261K in Q1 2022. 1,010 funds tracked by Wall St. Rank hold HPQ as of Q1 2023.

  • Accurate Wealth Management reported no remaining HP position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 2,998 HP shares in Q1 2023, an estimated $87.2K.
  • Accurate Wealth Management first reported a position in HP in Q1 2022 and held it in 2 quarters.
  • Accurate Wealth Management's HP position peaked at $261K in Q1 2022.
  • 1,010 funds tracked by Wall St. Rank held HP as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.