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BOK Financial Private Wealth’s HP HPQ Stock Holding History

BOK Financial Private Wealth’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
-7,691
Closed -$282K – 405
2022
Q1 		$279K Sell
7,691
-242
-3% -$8.94K 0.02% 244
2021
Q4 		$299K Buy
+7,933
New +$259K 0.02% 225

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

BOK Financial Private Wealth's HPQ Position: Q2 2022 in Review

BOK Financial Private Wealth sold out of HP (HPQ) in Q2 2022, closing a stake of 7,691 shares — an estimated $282K sold.

BOK Financial Private Wealth first reported a position in HPQ in Q4 2021 and held it in 2 quarters. The position peaked at $299K in Q4 2021. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • BOK Financial Private Wealth reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • BOK Financial Private Wealth sold 7,691 HP shares in Q2 2022, an estimated $282K.
  • BOK Financial Private Wealth first reported a position in HP in Q4 2021 and held it in 2 quarters.
  • BOK Financial Private Wealth's HP position peaked at $299K in Q4 2021.
  • 1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on BOK Financial Private Wealth's 13F filing for Q2 2022, filed 15 Aug 2022.