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Financial Advocates Investment Management’s HP HPQ Stock Holding History

Financial Advocates Investment 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
2022
Q2 		– Sell
-11,555
Closed -$419K – 730
2022
Q1 		$419K Buy
+11,555
New +$427K 0.03% 487
2018
Q4 		– Sell
-10,599
Closed -$273K – 463
2018
Q3 		$273K Sell
10,599
-102
-1% -$2.46K 0.03% 412
2018
Q2 		$244K Sell
10,701
-65
-0.6% -$1.45K 0.03% 418
2018
Q1 		$236K Buy
10,766
+853
+9% +$19.3K 0.03% 417
2017
Q4 		$208K Buy
+9,913
New +$211K 0.03% 453

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 1-Year Est. Return
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Financial Advocates Investment Management's HPQ Position: Q2 2022 in Review

Financial Advocates Investment Management sold out of HP (HPQ) in Q2 2022, closing a stake of 11,555 shares — an estimated $419K sold.

Financial Advocates Investment Management first reported a position in HPQ in Q4 2017 and held it in 5 quarters. The position peaked at $419K in Q1 2022. 1,091 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

  • Financial Advocates Investment Management reported no remaining HP position as of Q2 2022 after selling out during the quarter.
  • Financial Advocates Investment Management sold 11,555 HP shares in Q2 2022, an estimated $419K.
  • Financial Advocates Investment Management first reported a position in HP in Q4 2017 and held it in 5 quarters.
  • Financial Advocates Investment Management's HP position peaked at $419K in Q1 2022.
  • 1,091 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Financial Advocates Investment Management's 13F filing for Q2 2022, filed 12 Aug 2022.