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Arete Wealth Advisors’s HP HPQ Stock Holding History

Arete Wealth Advisors’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
-16,930
Closed -$614K – 500
2022
Q1 		$614K Buy
16,930
+3,170
+23% +$117K 0.05% 247
2021
Q4 		$523K Buy
+13,760
New +$450K 0.04% 279
2019
Q4 		– Sell
-10,576
Closed -$200K – 406
2019
Q3 		$200K Buy
+10,576
New +$208K 0.04% 381

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

Arete Wealth Advisors's HPQ Position: Q2 2022 in Review

Arete Wealth Advisors sold out of HP (HPQ) in Q2 2022, closing a stake of 16,930 shares — an estimated $614K sold.

Arete Wealth Advisors first reported a position in HPQ in Q3 2019 and held it in 3 quarters. The position peaked at $614K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • Arete Wealth Advisors reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • Arete Wealth Advisors sold 16,930 HP shares in Q2 2022, an estimated $614K.
  • Arete Wealth Advisors first reported a position in HP in Q3 2019 and held it in 3 quarters.
  • Arete Wealth Advisors's HP position peaked at $614K in Q1 2022.
  • 1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Arete Wealth Advisors's 13F filing for Q2 2022, filed 15 Aug 2022.