Certified Advisory Corp’s HP HPQ Stock Holding History

Certified Advisory Corp’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 Q3	–	Sell	-62	Closed	-$2K	–	237
2022 Q2	$2K	Sell	62 -640	-91%	-$23.5K	﹤0.01%	216
2022 Q1	$26K	Buy	+702	New	+$25.9K	0.01%	230
2021 Q4	–	Sell	-102	Closed	-$3K	–	237
2021 Q3	$3K	Buy	+102	New	+$2.93K	﹤0.01%	214
2021 Q2	–	Sell	-102	Closed	-$3K	–	434
2021 Q1	$3K	Buy	+102	New	+$2.81K	﹤0.01%	709
2020 Q2	$2K	Hold	102	–	–	﹤0.01%	697
2020 Q1	$2K	Sell	102 -173	-63%	-$3.5K	﹤0.01%	696
2019 Q4	$6K	Hold	275	–	–	﹤0.01%	643
2019 Q3	$5K	Buy	275 +173	+170%	+$3.4K	﹤0.01%	670
2019 Q2	$2K	Hold	102	–	–	﹤0.01%	747
2019 Q1	$2K	Hold	102	–	–	﹤0.01%	690
2018 Q4	$2K	Sell	102 -63	-38%	-$1.47K	﹤0.01%	686
2018 Q3	$5K	Sell	165 -4	-2%	-$97	﹤0.01%	658
2018 Q2	$3K	Sell	169 -67	-28%	-$1.49K	﹤0.01%	669
2018 Q1	$4K	Hold	236	–	–	﹤0.01%	617
2017 Q4	$4K	Buy	+236	New	+$5.02K	﹤0.01%	581

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Certified Advisory Corp's HPQ Position: Q3 2022 in Review

Certified Advisory Corp sold out of HP (HPQ) in Q3 2022, closing a stake of 62 shares — an estimated $2K sold.

Certified Advisory Corp first reported a position in HPQ in Q4 2017 and held it in 15 quarters. The position peaked at $26K in Q1 2022. 993 funds tracked by Wall St. Rank hold HPQ as of Q3 2022.

Certified Advisory Corp reported no remaining HP position as of Q3 2022 after selling out during the quarter.
Certified Advisory Corp sold 62 HP shares in Q3 2022, an estimated $2K.
Certified Advisory Corp first reported a position in HP in Q4 2017 and held it in 15 quarters.
Certified Advisory Corp's HP position peaked at $26K in Q1 2022.
993 funds tracked by Wall St. Rank held HP as of Q3 2022.

Based on Certified Advisory Corp's 13F filing for Q3 2022, filed 14 Nov 2022.