APP
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Avantax Planning Partners’s HP HPQ Stock Holding History

Avantax Planning Partners’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
2018
Q4 		– Sell
-3,114
Closed -$80K – 681
2018
Q3 		$80K Buy
+3,114
New +$75.2K 0.01% 388
2018
Q2 		– Sell
-3,453
Closed -$76K – 765
2018
Q1 		$76K Buy
+3,453
New +$78K 0.01% 451

Other funds holding HPQ

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
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Avantax Planning Partners's HPQ Position: Q4 2018 in Review

Avantax Planning Partners sold out of HP (HPQ) in Q4 2018, closing a stake of 3,114 shares — an estimated $80K sold.

Avantax Planning Partners first reported a position in HPQ in Q1 2018 and held it in 2 quarters. The position peaked at $80K in Q3 2018. 998 funds tracked by Wall St. Rank hold HPQ as of Q4 2018.

  • Avantax Planning Partners reported no remaining HP position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 3,114 HP shares in Q4 2018, an estimated $80K.
  • Avantax Planning Partners first reported a position in HP in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's HP position peaked at $80K in Q3 2018.
  • 998 funds tracked by Wall St. Rank held HP as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.