ARS Wealth Advisors Group’s HP HPQ Stock Holding History

ARS Wealth Advisors Group’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 Q2	–	Sell	-10,479	Closed	-$308K	–	146
2023 Q1	$308K	Hold	10,479	–	–	0.06%	99
2022 Q4	$282K	Hold	10,479	–	–	0.05%	113
2022 Q3	$261K	Hold	10,479	–	–	0.04%	128
2022 Q2	$344K	Hold	10,479	–	–	0.05%	123
2022 Q1	$380K	Hold	10,479	–	–	0.07%	90
2021 Q4	$395K	Buy	10,479 +51	+0.5%	+$1.67K	0.07%	95
2021 Q3	$285K	Buy	+10,428	New	+$300K	0.05%	110

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ARS Wealth Advisors Group's HPQ Position: Q2 2023 in Review

ARS Wealth Advisors Group sold out of HP (HPQ) in Q2 2023, closing a stake of 10,479 shares — an estimated $308K sold.

ARS Wealth Advisors Group first reported a position in HPQ in Q3 2021 and held it in 7 quarters. The position peaked at $395K in Q4 2021. 1,034 funds tracked by Wall St. Rank hold HPQ as of Q2 2023.

ARS Wealth Advisors Group reported no remaining HP position as of Q2 2023 after selling out during the quarter.
ARS Wealth Advisors Group sold 10,479 HP shares in Q2 2023, an estimated $308K.
ARS Wealth Advisors Group first reported a position in HP in Q3 2021 and held it in 7 quarters.
ARS Wealth Advisors Group's HP position peaked at $395K in Q4 2021.
1,034 funds tracked by Wall St. Rank held HP as of Q2 2023.

Based on ARS Wealth Advisors Group's 13F filing for Q2 2023, filed 18 Jul 2023.