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Carl Stuart Investment Advisor’s HP HPQ Stock Holding History

Carl Stuart Investment Advisor’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
-1,458
Closed -$529K – 55
2022
Q1 		$529K Buy
+1,458
New +$53.8K 0.04% 66

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

Carl Stuart Investment Advisor's HPQ Position: Q2 2022 in Review

Carl Stuart Investment Advisor sold out of HP (HPQ) in Q2 2022, closing a stake of 1,458 shares — an estimated $529K sold.

Carl Stuart Investment Advisor first reported a position in HPQ in Q1 2022 and held it in 1 quarter. The position peaked at $529K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • Carl Stuart Investment Advisor reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • Carl Stuart Investment Advisor sold 1,458 HP shares in Q2 2022, an estimated $529K.
  • Carl Stuart Investment Advisor first reported a position in HP in Q1 2022 and held it in 1 quarter.
  • Carl Stuart Investment Advisor's HP position peaked at $529K in Q1 2022.
  • 1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2022, filed 11 Aug 2022.