BWA
HPQ icon

BDO Wealth Advisors’s HP HPQ Stock Holding History

BDO 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
2023
Q2 		$3.1M Buy
100,935
+1,537
+2% +$46.1K 0.36% 63
2023
Q1 		$2.92M Buy
99,398
+3,748
+4% +$108K 0.36% 60
2022
Q4 		$2.57M Buy
95,650
+3,014
+3% +$83.4K 0.32% 67
2022
Q3 		$2.31M Buy
92,636
+3,026
+3% +$92.9K 0.31% 69
2022
Q2 		$2.94M Buy
89,610
+191
+0.2% +$7.01K 0.36% 51
2022
Q1 		$3.25M Buy
89,419
+7,170
+9% +$265K 0.35% 54
2021
Q4 		$3.1M Buy
82,249
+1,304
+2% +$42.6K 0.33% 56
2021
Q3 		$2.21M Buy
80,945
+1,782
+2% +$51.2K 0.24% 73
2021
Q2 		$2.39M Buy
79,163
+2,090
+3% +$66.8K 0.26% 71
2021
Q1 		$2.45M Buy
77,073
+9,577
+14% +$264K 0.29% 65
2020
Q4 		$1.66M Buy
67,496
+2,551
+4% +$53.5K 0.23% 74
2020
Q3 		$1.23M Buy
64,945
+5,724
+10% +$104K 0.2% 81
2020
Q2 		$1.03M Buy
59,221
+8,095
+16% +$129K 0.18% 86
2020
Q1 		$888K Buy
51,126
+11,875
+30% +$240K 0.18% 90
2019
Q4 		$807K Sell
39,251
-13,349
-25% -$253K 0.21% 88
2019
Q3 		$995K Buy
52,600
+5,406
+11% +$106K 0.25% 78
2019
Q2 		$981K Sell
47,194
-188
-0.4% -$3.72K 0.27% 76
2019
Q1 		$921K Buy
47,382
+2,588
+6% +$54.9K 0.27% 74
2018
Q4 		$916K Sell
44,794
-2,417
-5% -$56.4K 0.32% 69
2018
Q3 		$1.22M Buy
47,211
+1,769
+4% +$42.7K 0.39% 55
2018
Q2 		$1.03M Buy
45,442
+6,208
+16% +$138K 0.35% 57
2018
Q1 		$860K Buy
39,234
+4,834
+14% +$109K 0.32% 59
2017
Q4 		$723K Buy
34,400
+2,325
+7% +$49.4K 0.32% 60
2017
Q3 		$640K Buy
32,075
+200
+0.6% +$3.81K 0.32% 59
2017
Q2 		$557K Buy
+31,875
New +$585K 0.24% 71

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BDO Wealth Advisors's HPQ Position: Q2 2023 in Review

BDO Wealth Advisors increased its HP (HPQ) stake by 1.5% in Q2 2023, buying an estimated $46.1K and bringing the position to 100,935 shares worth $3.1M. The position accounts for 0.36% of the portfolio, ranked #63.

BDO Wealth Advisors first reported a position in HPQ in Q2 2017 and has held it in 25 quarters since. The position peaked at $3.25M in Q1 2022. 1,034 funds tracked by Wall St. Rank hold HPQ as of Q2 2023.

  • BDO Wealth Advisors held 100,935 shares of HP worth $3.1M as of Q2 2023.
  • BDO Wealth Advisors bought 1,537 HP shares in Q2 2023, an estimated $46.1K.
  • HP made up 0.36% of BDO Wealth Advisors's portfolio in Q2 2023, its #63 holding.
  • BDO Wealth Advisors first reported a position in HP in Q2 2017 and has held it in 25 quarters since.
  • BDO Wealth Advisors's HP position peaked at $3.25M in Q1 2022.
  • 1,034 funds tracked by Wall St. Rank held HP as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.