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Executive Wealth Management’s HP HPQ Stock Holding History

Executive 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
2019
Q3 		– Sell
-175
Closed -$4K – 413
2019
Q2 		$4K Sell
175
-218
-55% -$4.31K ﹤0.01% 745
2019
Q1 		$8K Hold
393
– – ﹤0.01% 588
2018
Q4 		$8K Buy
+393
New +$9.17K ﹤0.01% 607

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Executive Wealth Management's HPQ Position: Q3 2019 in Review

Executive Wealth Management sold out of HP (HPQ) in Q3 2019, closing a stake of 175 shares — an estimated $4K sold.

Executive Wealth Management first reported a position in HPQ in Q4 2018 and held it in 3 quarters. The position peaked at $8K in Q1 2019. 864 funds tracked by Wall St. Rank hold HPQ as of Q3 2019.

  • Executive Wealth Management reported no remaining HP position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 175 HP shares in Q3 2019, an estimated $4K.
  • Executive Wealth Management first reported a position in HP in Q4 2018 and held it in 3 quarters.
  • Executive Wealth Management's HP position peaked at $8K in Q1 2019.
  • 864 funds tracked by Wall St. Rank held HP as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.