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Capital Wealth Planning’s HP HPQ Stock Holding History

Capital Wealth Planning’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
-8,466
Closed -$307K – 87
2022
Q1 		$307K Buy
+8,466
New +$313K 0.01% 75
2014
Q1 		– Sell
-26,864
Closed -$290K – 133
2013
Q4 		$290K Buy
+26,864
New +$309K 0.35% 42

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

Capital Wealth Planning's HPQ Position: Q2 2022 in Review

Capital Wealth Planning sold out of HP (HPQ) in Q2 2022, closing a stake of 8,466 shares — an estimated $307K sold.

Capital Wealth Planning first reported a position in HPQ in Q4 2013 and held it in 2 quarters. The position peaked at $307K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • Capital Wealth Planning reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • Capital Wealth Planning sold 8,466 HP shares in Q2 2022, an estimated $307K.
  • Capital Wealth Planning first reported a position in HP in Q4 2013 and held it in 2 quarters.
  • Capital Wealth Planning's HP position peaked at $307K in Q1 2022.
  • 1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Capital Wealth Planning's 13F filing for Q2 2022, filed 8 Aug 2022.