Fiduciary Alliance’s HP HPQ Stock Holding History

Fiduciary Alliance’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
2023 Q3	–	Sell	-44	Closed	-$1.35K	–	497
2023 Q2	$1.35K	Buy	+44	New	+$1.32K	﹤0.01%	833
2023 Q1	–	Sell	-44	Closed	-$1.18K	–	444
2022 Q4	$1.18K	Buy	+44	New	+$1.22K	﹤0.01%	754

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fiduciary Alliance's HPQ Position: Q3 2023 in Review

Fiduciary Alliance sold out of HP (HPQ) in Q3 2023, closing a stake of 44 shares — an estimated $1.35K sold.

Fiduciary Alliance first reported a position in HPQ in Q4 2022 and held it in 2 quarters. The position peaked at $1.35K in Q2 2023. 1,006 funds tracked by Wall St. Rank hold HPQ as of Q3 2023.

Fiduciary Alliance reported no remaining HP position as of Q3 2023 after selling out during the quarter.
Fiduciary Alliance sold 44 HP shares in Q3 2023, an estimated $1.35K.
Fiduciary Alliance first reported a position in HP in Q4 2022 and held it in 2 quarters.
Fiduciary Alliance's HP position peaked at $1.35K in Q2 2023.
1,006 funds tracked by Wall St. Rank held HP as of Q3 2023.

Based on Fiduciary Alliance's 13F filing for Q3 2023, filed 18 Oct 2023.