Engrave Wealth Partners’s HP HPQ Stock Holding History

Engrave Wealth Partners’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
2020 Q3	–	Sell	-1,305	Closed	-$22K	–	224
2020 Q2	$22K	Buy	1,305 +505	+63%	+$8.02K	0.02%	170
2020 Q1	$13K	Hold	800	–	–	0.02%	190
2019 Q4	$16K	Buy	+800	New	+$15.2K	0.02%	246

Other funds holding HPQ

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

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

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Engrave Wealth Partners's HPQ Position: Q3 2020 in Review

Engrave Wealth Partners sold out of HP (HPQ) in Q3 2020, closing a stake of 1,305 shares — an estimated $22K sold.

Engrave Wealth Partners first reported a position in HPQ in Q4 2019 and held it in 3 quarters. The position peaked at $22K in Q2 2020. 854 funds tracked by Wall St. Rank hold HPQ as of Q3 2020.

Engrave Wealth Partners reported no remaining HP position as of Q3 2020 after selling out during the quarter.
Engrave Wealth Partners sold 1,305 HP shares in Q3 2020, an estimated $22K.
Engrave Wealth Partners first reported a position in HP in Q4 2019 and held it in 3 quarters.
Engrave Wealth Partners's HP position peaked at $22K in Q2 2020.
854 funds tracked by Wall St. Rank held HP as of Q3 2020.

Based on Engrave Wealth Partners's 13F filing for Q3 2020, filed 8 Oct 2020.