Curi Wealth Management’s HP HPQ Stock Holding History

Curi Wealth Management’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 Q3	–	Sell	-6	Closed	–	–	411
2022 Q2	$0	Hold	6	–	–	﹤0.01%	671
2022 Q1	$0	Hold	6	–	–	﹤0.01%	574
2021 Q4	$0	Buy	+6	New	+$196	﹤0.01%	536
2021 Q1	–	Sell	-6	Closed	–	–	266
2020 Q4	$0	Buy	+6	New	+$126	﹤0.01%	445

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Curi Wealth Management's HPQ Position: Q3 2022 in Review

Curi Wealth Management sold out of HP (HPQ) in Q3 2022, closing a stake of 6 shares.

Curi Wealth Management first reported a position in HPQ in Q4 2020 and held it in 4 quarters. The position peaked at $0 in Q2 2022. 993 funds tracked by Wall St. Rank hold HPQ as of Q3 2022.

Curi Wealth Management reported no remaining HP position as of Q3 2022 after selling out during the quarter.
Curi Wealth Management sold 6 HP shares in Q3 2022.
Curi Wealth Management first reported a position in HP in Q4 2020 and held it in 4 quarters.
Curi Wealth Management's HP position peaked at $0 in Q2 2022.
993 funds tracked by Wall St. Rank held HP as of Q3 2022.

Based on Curi Wealth Management's 13F filing for Q3 2022, filed 8 Nov 2022.