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EnRich Financial Partners’s HP HPQ Stock Holding History

EnRich Financial 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
2025
Q1 		– Sell
-2,102
Closed -$68.6K – 129
2024
Q4 		$68.6K Hold
2,102
– – 0.02% 95
2024
Q3 		$75.4K Hold
2,102
– – 0.03% 88
2024
Q2 		$73.6K Hold
2,102
– – 0.03% 87
2024
Q1 		$63.5K Buy
+2,102
New +$61.9K 0.02% 86

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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

EnRich Financial Partners's HPQ Position: Q1 2025 in Review

EnRich Financial Partners sold out of HP (HPQ) in Q1 2025, closing a stake of 2,102 shares — an estimated $68.6K sold.

EnRich Financial Partners first reported a position in HPQ in Q1 2024 and held it in 4 quarters. The position peaked at $75.4K in Q3 2024. 1,157 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

  • EnRich Financial Partners reported no remaining HP position as of Q1 2025 after selling out during the quarter.
  • EnRich Financial Partners sold 2,102 HP shares in Q1 2025, an estimated $68.6K.
  • EnRich Financial Partners first reported a position in HP in Q1 2024 and held it in 4 quarters.
  • EnRich Financial Partners's HP position peaked at $75.4K in Q3 2024.
  • 1,157 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on EnRich Financial Partners's 13F filing for Q1 2025, filed 25 Apr 2025.