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CFS Investment Advisory Services’s HP HPQ Stock Holding History

CFS Investment Advisory Services’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 		– Sell
-5,588
Closed -$200K – 297
2024
Q3 		$200K Sell
5,588
-367
-6% -$12.9K 0.02% 288
2024
Q2 		$209K Buy
+5,955
New +$189K 0.02% 250

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

CFS Investment Advisory Services's HPQ Position: Q4 2024 in Review

CFS Investment Advisory Services sold out of HP (HPQ) in Q4 2024, closing a stake of 5,588 shares — an estimated $200K sold.

CFS Investment Advisory Services first reported a position in HPQ in Q2 2024 and held it in 2 quarters. The position peaked at $209K in Q2 2024. 1,180 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

  • CFS Investment Advisory Services reported no remaining HP position as of Q4 2024 after selling out during the quarter.
  • CFS Investment Advisory Services sold 5,588 HP shares in Q4 2024, an estimated $200K.
  • CFS Investment Advisory Services first reported a position in HP in Q2 2024 and held it in 2 quarters.
  • CFS Investment Advisory Services's HP position peaked at $209K in Q2 2024.
  • 1,180 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on CFS Investment Advisory Services's 13F filing for Q4 2024, filed 21 Jan 2025.