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Consolidated Planning Corp’s HP HPQ Stock Holding History

Consolidated Planning 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
2025
Q1 		– Sell
-139,502
Closed -$4.55M – 199
2024
Q4 		$4.55M Buy
139,502
+2,613
+2% +$93.9K 0.62% 54
2024
Q3 		$4.91M Buy
+136,889
New +$4.82M 0.73% 49
2021
Q4 		– Sell
-71
Closed -$2K – 225
2021
Q3 		$2K Buy
+71
New +$2.04K ﹤0.01% 406

Other funds holding HPQ

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Consolidated Planning Corp's HPQ Position: Q1 2025 in Review

Consolidated Planning Corp sold out of HP (HPQ) in Q1 2025, closing a stake of 139,502 shares — an estimated $4.55M sold.

Consolidated Planning Corp first reported a position in HPQ in Q3 2021 and held it in 3 quarters. The position peaked at $4.91M in Q3 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

  • Consolidated Planning Corp reported no remaining HP position as of Q1 2025 after selling out during the quarter.
  • Consolidated Planning Corp sold 139,502 HP shares in Q1 2025, an estimated $4.55M.
  • Consolidated Planning Corp first reported a position in HP in Q3 2021 and held it in 3 quarters.
  • Consolidated Planning Corp's HP position peaked at $4.91M in Q3 2024.
  • 1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on Consolidated Planning Corp's 13F filing for Q1 2025, filed 22 Apr 2025.