BKM Wealth Management’s HP HPQ Stock Holding History

BKM Wealth Management’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
2024 Q1	–	Sell	-2,450	Closed	-$73.7K	–	343
2023 Q4	$73.7K	Buy	+2,450	New	+$68.6K	0.03%	226

Other funds holding HPQ

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

BlackRock New York $5.72T 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

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

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

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

BKM Wealth Management's HPQ Position: Q1 2024 in Review

BKM Wealth Management sold out of HP (HPQ) in Q1 2024, closing a stake of 2,450 shares — an estimated $73.7K sold.

BKM Wealth Management first reported a position in HPQ in Q4 2023 and held it in 1 quarter. The position peaked at $73.7K in Q4 2023. 1,086 funds tracked by Wall St. Rank hold HPQ as of Q1 2024.

BKM Wealth Management reported no remaining HP position as of Q1 2024 after selling out during the quarter.
BKM Wealth Management sold 2,450 HP shares in Q1 2024, an estimated $73.7K.
BKM Wealth Management first reported a position in HP in Q4 2023 and held it in 1 quarter.
BKM Wealth Management's HP position peaked at $73.7K in Q4 2023.
1,086 funds tracked by Wall St. Rank held HP as of Q1 2024.

Based on BKM Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.