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Cypress Wealth Services’s HP HPQ Stock Holding History

Cypress Wealth Services’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
Q1 		– Sell
-6,835
Closed -$257K – 246
2021
Q4 		$257K Buy
+6,835
New +$224K 0.07% 190
2021
Q3 		– Sell
-6,769
Closed -$204K – 244
2021
Q2 		$204K Sell
6,769
-302
-4% -$9.65K 0.06% 250
2021
Q1 		$225K Sell
7,071
-4,437
-39% -$122K 0.05% 259
2020
Q4 		$283K Buy
+11,508
New +$242K 0.06% 213
2020
Q3 		– Sell
-11,325
Closed -$207K – 356
2020
Q2 		$197K Buy
+11,325
New +$180K 0.05% 256
2020
Q1 		– Sell
-10,626
Closed -$218K – 257
2019
Q4 		$218K Buy
10,626
+80
+0.8% +$1.52K 0.06% 231
2019
Q3 		$200K Buy
10,546
+70
+0.7% +$1.38K 0.05% 240
2019
Q2 		$218K Buy
10,476
+73
+0.7% +$1.44K 0.06% 231
2019
Q1 		$202K Buy
10,403
+49
+0.5% +$1.04K 0.06% 240
2018
Q4 		$212K Sell
10,354
-118
-1% -$2.75K 0.08% 191
2018
Q3 		$270K Buy
10,472
+55
+0.5% +$1.33K 0.1% 175
2018
Q2 		$236K Sell
10,417
-121
-1% -$2.7K 0.09% 192
2018
Q1 		$231K Buy
10,538
+57
+0.5% +$1.29K 0.1% 168
2017
Q4 		$220K Buy
+10,481
New +$223K 0.09% 182

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 $263B AUM 16.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Cypress Wealth Services's HPQ Position: Q1 2022 in Review

Cypress Wealth Services sold out of HP (HPQ) in Q1 2022, closing a stake of 6,835 shares — an estimated $257K sold.

Cypress Wealth Services first reported a position in HPQ in Q4 2017 and held it in 14 quarters. The position peaked at $283K in Q4 2020. 1,114 funds tracked by Wall St. Rank hold HPQ as of Q1 2022.

  • Cypress Wealth Services reported no remaining HP position as of Q1 2022 after selling out during the quarter.
  • Cypress Wealth Services sold 6,835 HP shares in Q1 2022, an estimated $257K.
  • Cypress Wealth Services first reported a position in HP in Q4 2017 and held it in 14 quarters.
  • Cypress Wealth Services's HP position peaked at $283K in Q4 2020.
  • 1,114 funds tracked by Wall St. Rank held HP as of Q1 2022.

Based on Cypress Wealth Services's 13F filing for Q1 2022, filed 22 Apr 2022.