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Beaumont Financial Advisors’s HP HPQ Stock Holding History

Beaumont Financial 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
2022
Q2 		– Sell
-6,064
Closed -$220K – 333
2022
Q1 		$220K Buy
6,064
+31
+0.5% +$1.15K 0.02% 336
2021
Q4 		$227K Buy
+6,033
New +$197K 0.02% 331
2021
Q3 		– Sell
-7,230
Closed -$218K – 372
2021
Q2 		$218K Hold
7,230
– – 0.02% 347
2021
Q1 		$230K Sell
7,230
-9,426
-57% -$260K 0.02% 314
2020
Q4 		$410K Sell
16,656
-1,705
-9% -$35.8K 0.04% 221
2020
Q3 		$349K Buy
18,361
+73
+0.4% +$1.33K 0.03% 236
2020
Q2 		$319K Sell
18,288
-6,058
-25% -$96.2K 0.03% 224
2020
Q1 		$423K Hold
24,346
– – 0.05% 161
2019
Q4 		$500K Buy
24,346
+805
+3% +$15.3K 0.05% 178
2019
Q3 		$445K Buy
+23,541
New +$462K 0.04% 181

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Beaumont Financial Advisors's HPQ Position: Q2 2022 in Review

Beaumont Financial Advisors sold out of HP (HPQ) in Q2 2022, closing a stake of 6,064 shares — an estimated $220K sold.

Beaumont Financial Advisors first reported a position in HPQ in Q3 2019 and held it in 10 quarters. The position peaked at $500K in Q4 2019. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • Beaumont Financial Advisors reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • Beaumont Financial Advisors sold 6,064 HP shares in Q2 2022, an estimated $220K.
  • Beaumont Financial Advisors first reported a position in HP in Q3 2019 and held it in 10 quarters.
  • Beaumont Financial Advisors's HP position peaked at $500K in Q4 2019.
  • 1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Beaumont Financial Advisors's 13F filing for Q2 2022, filed 4 Aug 2022.