Capital Performance Advisors’s HP HPQ Stock Holding History

Capital Performance 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
2024 Q4	–	Sell	-390	Closed	-$14K	–	1269
2024 Q3	$14K	Buy	+390	New	+$13.7K	﹤0.01%	708

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

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 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

Capital Performance Advisors's HPQ Position: Q4 2024 in Review

Capital Performance Advisors sold out of HP (HPQ) in Q4 2024, closing a stake of 390 shares — an estimated $14K sold.

Capital Performance Advisors first reported a position in HPQ in Q3 2024 and held it in 1 quarter. The position peaked at $14K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

Capital Performance Advisors reported no remaining HP position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 390 HP shares in Q4 2024, an estimated $14K.
Capital Performance Advisors first reported a position in HP in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's HP position peaked at $14K in Q3 2024.
1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.