Atria Wealth Solutions’s HP HPQ Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$852K	Sell	33,864 -2,470	-7%	-$62.9K	0.02%	706
2025 Q1	$1.01M	Sell	36,334 -16,963	-32%	-$537K	0.01%	891
2024 Q4	$1.75M	Buy	53,297 +14,115	+36%	+$507K	0.02%	693
2024 Q3	$1.41M	Buy	39,182 +3,456	+10%	+$122K	0.02%	786
2024 Q2	$1.26M	Buy	35,726 +14,311	+67%	+$454K	0.01%	800
2024 Q1	$653K	Sell	21,415 -7,903	-27%	-$233K	0.01%	1123
2023 Q4	$887K	Buy	29,318 +2,086	+8%	+$58.4K	0.01%	918
2023 Q3	$705K	Sell	27,232 -1,968	-7%	-$60.4K	0.01%	973
2023 Q2	$902K	Sell	29,200 -2,574	-8%	-$77.3K	0.01%	880
2023 Q1	$938K	Buy	31,774 +6,445	+25%	+$185K	0.01%	824
2022 Q4	$685K	Sell	25,329 -1,477	-6%	-$40.9K	0.01%	936
2022 Q3	$672K	Sell	26,806 -6,513	-20%	-$200K	0.01%	882
2022 Q2	$1.1M	Buy	33,319 +7,962	+31%	+$292K	0.02%	653
2022 Q1	$923K	Buy	+25,357	New	+$936K	0.02%	770

Other funds holding HPQ

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

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return