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Clearview Wealth Advisors’s HP HPQ Stock Holding History

Clearview 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
2023
Q3 		– Sell
-128
Closed -$3.92K – 339
2023
Q2 		$3.92K Buy
128
+2
+2% +$60 ﹤0.01% 453
2023
Q1 		$3.72K Buy
126
+1
+0.8% +$29 ﹤0.01% 459
2022
Q4 		$3.37K Buy
125
+1
+0.8% +$28 ﹤0.01% 432
2022
Q3 		$3K Buy
124
+1
+0.8% +$31 ﹤0.01% 455
2022
Q2 		$4K Buy
123
+1
+0.8% +$37 ﹤0.01% 447
2022
Q1 		$4K Sell
122
-2
-2% -$74 ﹤0.01% 472
2021
Q4 		$5K Sell
124
-216
-64% -$7.06K ﹤0.01% 490
2021
Q3 		$9K Buy
340
+1
+0.3% +$29 0.01% 436
2021
Q2 		$10K Sell
339
-592
-64% -$18.9K 0.01% 422
2021
Q1 		$30K Buy
931
+594
+176% +$16.4K 0.02% 286
2020
Q4 		$8K Buy
+337
New +$7.07K 0.01% 404

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Clearview Wealth Advisors's HPQ Position: Q3 2023 in Review

Clearview Wealth Advisors sold out of HP (HPQ) in Q3 2023, closing a stake of 128 shares — an estimated $3.92K sold.

Clearview Wealth Advisors first reported a position in HPQ in Q4 2020 and held it in 11 quarters. The position peaked at $30K in Q1 2021. 1,006 funds tracked by Wall St. Rank hold HPQ as of Q3 2023.

  • Clearview Wealth Advisors reported no remaining HP position as of Q3 2023 after selling out during the quarter.
  • Clearview Wealth Advisors sold 128 HP shares in Q3 2023, an estimated $3.92K.
  • Clearview Wealth Advisors first reported a position in HP in Q4 2020 and held it in 11 quarters.
  • Clearview Wealth Advisors's HP position peaked at $30K in Q1 2021.
  • 1,006 funds tracked by Wall St. Rank held HP as of Q3 2023.

Based on Clearview Wealth Advisors's 13F filing for Q3 2023, filed 30 Oct 2023.