AWS
HPQ icon

Aris Wealth Services’s HP HPQ Stock Holding History

Aris Wealth 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
2015
Q3 		$19K Sell
1,618
-51,426
-97% -$668K 0.04% 175
2015
Q2 		$723K Buy
53,044
+3,193
+6% +$47.4K 0.66% 56
2015
Q1 		$705K Buy
49,851
+3,798
+8% +$62.7K 0.66% 55
2014
Q4 		$839K Buy
46,053
+342
+0.7% +$5.73K 0.93% 31
2014
Q3 		$736K Buy
45,711
+1,858
+4% +$30.1K 0.91% 27
2014
Q2 		$671K Buy
43,853
+1,594
+4% +$24K 0.88% 29
2014
Q1 		$621K Buy
42,259
+14,626
+53% +$197K 0.91% 31
2013
Q4 		$351K Buy
+27,633
New +$317K 0.59% 63

Other funds holding HPQ

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aris Wealth Services's HPQ Position: Q3 2015 in Review

Aris Wealth Services reduced its HP (HPQ) stake by 97% in Q3 2015, selling an estimated $668K and leaving 1,618 shares worth $19K. The position accounts for 0.04% of the portfolio, ranked #175.

Aris Wealth Services first reported a position in HPQ in Q4 2013 and has held it in 8 quarters since. The position peaked at $839K in Q4 2014. 865 funds tracked by Wall St. Rank hold HPQ as of Q3 2015.

  • Aris Wealth Services held 1,618 shares of HP worth $19K as of Q3 2015.
  • Aris Wealth Services sold 51,426 HP shares in Q3 2015, an estimated $668K.
  • HP made up 0.04% of Aris Wealth Services's portfolio in Q3 2015, its #175 holding.
  • Aris Wealth Services first reported a position in HP in Q4 2013 and has held it in 8 quarters since.
  • Aris Wealth Services's HP position peaked at $839K in Q4 2014.
  • 865 funds tracked by Wall St. Rank held HP as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.