Crestmont Private Wealth’s HP HPQ Stock Holding History

Crestmont Private Wealth’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	-6,129	Closed	-$220K	–	97
2024 Q3	$220K	Buy	6,129 +106	+2%	+$3.73K	0.1%	90
2024 Q2	$211K	Buy	+6,023	New	+$191K	0.1%	75

Other funds holding HPQ

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Crestmont Private Wealth's HPQ Position: Q4 2024 in Review

Crestmont Private Wealth sold out of HP (HPQ) in Q4 2024, closing a stake of 6,129 shares — an estimated $220K sold.

Crestmont Private Wealth first reported a position in HPQ in Q2 2024 and held it in 2 quarters. The position peaked at $220K in Q3 2024. 1,177 funds tracked by Wall St. Rank hold HPQ as of Q4 2024.

Crestmont Private Wealth reported no remaining HP position as of Q4 2024 after selling out during the quarter.
Crestmont Private Wealth sold 6,129 HP shares in Q4 2024, an estimated $220K.
Crestmont Private Wealth first reported a position in HP in Q2 2024 and held it in 2 quarters.
Crestmont Private Wealth's HP position peaked at $220K in Q3 2024.
1,177 funds tracked by Wall St. Rank held HP as of Q4 2024.

Based on Crestmont Private Wealth's 13F filing for Q4 2024, filed 14 Jan 2025.