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Beacon Pointe Wealth Advisors’s HP HPQ Stock Holding History

Beacon Pointe 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
2019
Q3 		– Sell
-11,994
Closed -$249K – 274
2019
Q2 		$249K Buy
11,994
+145
+1% +$2.87K 0.05% 233
2019
Q1 		$230K Buy
11,849
+300
+3% +$6.36K 0.05% 234
2018
Q4 		$236K Buy
+11,549
New +$269K 0.09% 196

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Beacon Pointe Wealth Advisors's HPQ Position: Q3 2019 in Review

Beacon Pointe Wealth Advisors sold out of HP (HPQ) in Q3 2019, closing a stake of 11,994 shares — an estimated $249K sold.

Beacon Pointe Wealth Advisors first reported a position in HPQ in Q4 2018 and held it in 3 quarters. The position peaked at $249K in Q2 2019. 864 funds tracked by Wall St. Rank hold HPQ as of Q3 2019.

  • Beacon Pointe Wealth Advisors reported no remaining HP position as of Q3 2019 after selling out during the quarter.
  • Beacon Pointe Wealth Advisors sold 11,994 HP shares in Q3 2019, an estimated $249K.
  • Beacon Pointe Wealth Advisors first reported a position in HP in Q4 2018 and held it in 3 quarters.
  • Beacon Pointe Wealth Advisors's HP position peaked at $249K in Q2 2019.
  • 864 funds tracked by Wall St. Rank held HP as of Q3 2019.

Based on Beacon Pointe Wealth Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.