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Cassady Schiller Wealth Management’s HP HPQ Stock Holding History

Cassady Schiller Wealth Management’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 		$2.84K Buy
+87
New +$3.13K ﹤0.01% 517
2023
Q2 		– Sell
-100
Closed -$2.94K – 482
2023
Q1 		$2.94K Buy
+100
New +$2.87K ﹤0.01% 387
2022
Q1 		– Sell
-110
Closed -$4K – 318
2021
Q4 		$4K Buy
+110
New +$3.6K ﹤0.01% 362

Other funds holding HPQ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cassady Schiller Wealth Management's HPQ Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in HP (HPQ) in Q4 2024: 87 shares worth $2.84K. The stake represents ﹤0.01% of the portfolio and ranks #517 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in HPQ as recently as Q1 2023.

Cassady Schiller Wealth Management first reported a position in HPQ in Q4 2021 and has held it in 3 quarters since. The position peaked at $4K in Q4 2021. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • Cassady Schiller Wealth Management held 87 shares of HP worth $2.84K as of Q4 2024.
  • HP was a new Cassady Schiller Wealth Management position in Q4 2024.
  • HP made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #517 holding.
  • Cassady Schiller Wealth Management first reported a position in HP in Q4 2021 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's HP position peaked at $4K in Q4 2021.
  • 1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.