CFM Wealth Partners’s HP HPQ Stock Holding History

CFM Wealth Partners’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
2020 Q3	–	Sell	-135	Closed	-$2K	–	286
2020 Q2	$2K	Hold	135	–	–	﹤0.01%	466
2020 Q1	$2K	Hold	135	–	–	﹤0.01%	507
2019 Q4	$3K	Buy	+135	New	+$2.56K	﹤0.01%	467

Other funds holding HPQ

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CFM Wealth Partners's HPQ Position: Q3 2020 in Review

CFM Wealth Partners sold out of HP (HPQ) in Q3 2020, closing a stake of 135 shares — an estimated $2K sold.

CFM Wealth Partners first reported a position in HPQ in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q4 2019. 854 funds tracked by Wall St. Rank hold HPQ as of Q3 2020.

CFM Wealth Partners reported no remaining HP position as of Q3 2020 after selling out during the quarter.
CFM Wealth Partners sold 135 HP shares in Q3 2020, an estimated $2K.
CFM Wealth Partners first reported a position in HP in Q4 2019 and held it in 3 quarters.
CFM Wealth Partners's HP position peaked at $3K in Q4 2019.
854 funds tracked by Wall St. Rank held HP as of Q3 2020.

Based on CFM Wealth Partners's 13F filing for Q3 2020, filed 10 Nov 2020.