CWA
HPQ icon

Cypress Wealth Advisors’s HP HPQ Stock Holding History

Cypress 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
2019
Q1 		$201K Sell
10,352
-944
-8% -$20K 0.23% 74
2018
Q4 		$231K Sell
11,296
-94
-0.8% -$2.19K 0.32% 66
2018
Q3 		$294K Hold
11,390
– – 0.31% 64
2018
Q2 		$258K Sell
11,390
-734
-6% -$16.4K 0.28% 68
2018
Q1 		$266K Hold
12,124
– – 0.29% 69
2017
Q4 		$255K Buy
12,124
+418
+4% +$8.89K 0.24% 73
2017
Q3 		$234K Buy
11,706
+332
+3% +$6.32K 0.38% 54
2017
Q2 		$199K Sell
11,374
-7,687
-40% -$141K 0.23% 79
2017
Q1 		$341K Buy
19,061
+1,082
+6% +$17.5K 0.16% 126
2016
Q4 		$267K Hold
17,979
– – 0.12% 155
2016
Q3 		$279K Buy
17,979
+885
+5% +$12.6K 0.13% 141
2016
Q2 		$215K Buy
17,094
+326
+2% +$4.06K 0.11% 165
2016
Q1 		$207K Sell
16,768
-36
-0.2% -$385 0.09% 178
2015
Q4 		$199K Sell
16,804
-24,875
-60% -$318K 0.1% 168
2015
Q3 		$485K Buy
41,679
+7,834
+23% +$102K 0.26% 90
2015
Q2 		$461K Buy
+33,845
New +$503K 0.27% 92

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
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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Cypress Wealth Advisors's HPQ Position: Q1 2019 in Review

Cypress Wealth Advisors reduced its HP (HPQ) stake by 8.4% in Q1 2019, selling an estimated $20K and leaving 10,352 shares worth $201K. The position accounts for 0.23% of the portfolio, ranked #74.

Cypress Wealth Advisors first reported a position in HPQ in Q2 2015 and has held it in 16 quarters since. The position peaked at $485K in Q3 2015. 945 funds tracked by Wall St. Rank hold HPQ as of Q1 2019.

  • Cypress Wealth Advisors held 10,352 shares of HP worth $201K as of Q1 2019.
  • Cypress Wealth Advisors sold 944 HP shares in Q1 2019, an estimated $20K.
  • HP made up 0.23% of Cypress Wealth Advisors's portfolio in Q1 2019, its #74 holding.
  • Cypress Wealth Advisors first reported a position in HP in Q2 2015 and has held it in 16 quarters since.
  • Cypress Wealth Advisors's HP position peaked at $485K in Q3 2015.
  • 945 funds tracked by Wall St. Rank held HP as of Q1 2019.

Based on Cypress Wealth Advisors's 13F filing for Q1 2019, filed 17 May 2019.