Capital Advisors Inc’s HP HPQ Stock Holding History

Capital Advisors Inc’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
2025 Q1	–	Sell	-8,316	Closed	-$271K	–	318
2024 Q4	$271K	Sell	8,316 -550	-6%	-$19.8K	0.01%	262
2024 Q3	$318K	Buy	+8,866	New	+$312K	0.01%	241

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

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

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

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Capital Advisors Inc's HPQ Position: Q1 2025 in Review

Capital Advisors Inc sold out of HP (HPQ) in Q1 2025, closing a stake of 8,316 shares — an estimated $271K sold.

Capital Advisors Inc first reported a position in HPQ in Q3 2024 and held it in 2 quarters. The position peaked at $318K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

Capital Advisors Inc reported no remaining HP position as of Q1 2025 after selling out during the quarter.
Capital Advisors Inc sold 8,316 HP shares in Q1 2025, an estimated $271K.
Capital Advisors Inc first reported a position in HP in Q3 2024 and held it in 2 quarters.
Capital Advisors Inc's HP position peaked at $318K in Q3 2024.
1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on Capital Advisors Inc's 13F filing for Q1 2025, filed 29 Apr 2025.