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Advocacy Wealth Management Services’s HP HPQ Stock Holding History

Advocacy Wealth Management Services’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
2022
Q2 		– Sell
-49
Closed -$2K – 164
2022
Q1 		$2K Hold
49
– – ﹤0.01% 147
2021
Q4 		$2K Hold
49
– – ﹤0.01% 147
2021
Q3 		$1K Hold
49
– – ﹤0.01% 159
2021
Q2 		$1K Buy
+49
New +$1.57K ﹤0.01% 174

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
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
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 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

Advocacy Wealth Management Services's HPQ Position: Q2 2022 in Review

Advocacy Wealth Management Services sold out of HP (HPQ) in Q2 2022, closing a stake of 49 shares — an estimated $2K sold.

Advocacy Wealth Management Services first reported a position in HPQ in Q2 2021 and held it in 4 quarters. The position peaked at $2K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • Advocacy Wealth Management Services reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • Advocacy Wealth Management Services sold 49 HP shares in Q2 2022, an estimated $2K.
  • Advocacy Wealth Management Services first reported a position in HP in Q2 2021 and held it in 4 quarters.
  • Advocacy Wealth Management Services's HP position peaked at $2K in Q1 2022.
  • 1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Advocacy Wealth Management Services's 13F filing for Q2 2022, filed 6 Jul 2022.