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Cerro Pacific Wealth Advisors’s HP HPQ Stock Holding History

Cerro Pacific Wealth 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
2025
Q2 		– Sell
-27,118
Closed -$885K – 166
2025
Q1 		$885K Buy
27,118
+274
+1% +$8.67K 0.29% 72
2024
Q4 		$963K Sell
26,844
-2,079
-7% -$74.7K 0.32% 69
2024
Q3 		$1.01M Hold
28,923
– – 0.38% 60
2024
Q2 		$1.01M Buy
+28,923
New +$918K 0.39% 61
2023
Q1 		$723K Buy
24,646
+11,149
+83% +$320K 0.4% 63
2022
Q4 		$363K Buy
+13,497
New +$374K 0.19% 119

Other funds holding HPQ

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BlackRock New York $5.7T 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
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return