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Clear Perspectives Financial Planning’s HP HPQ Stock Holding History

Clear Perspectives Financial Planning’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
Q4 		– Sell
-145
Closed -$4K – 249
2022
Q3 		$4K Buy
+145
New +$4.45K ﹤0.01% 173

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Clear Perspectives Financial Planning's HPQ Position: Q4 2022 in Review

Clear Perspectives Financial Planning sold out of HP (HPQ) in Q4 2022, closing a stake of 145 shares — an estimated $4K sold.

Clear Perspectives Financial Planning first reported a position in HPQ in Q3 2022 and held it in 1 quarter. The position peaked at $4K in Q3 2022. 1,007 funds tracked by Wall St. Rank hold HPQ as of Q4 2022.

  • Clear Perspectives Financial Planning reported no remaining HP position as of Q4 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 145 HP shares in Q4 2022, an estimated $4K.
  • Clear Perspectives Financial Planning first reported a position in HP in Q3 2022 and held it in 1 quarter.
  • Clear Perspectives Financial Planning's HP position peaked at $4K in Q3 2022.
  • 1,007 funds tracked by Wall St. Rank held HP as of Q4 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q4 2022, filed 13 Feb 2023.