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Financial Synergies Wealth Advisors’s HP HPQ Stock Holding History

Financial Synergies Wealth Advisors’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
2024
Q2 		– Sell
-1,602
Closed -$48.4K – 233
2024
Q1 		$48.4K Buy
1,602
+72
+5% +$2.12K 0.01% 130
2023
Q4 		$41.1K Sell
1,530
-74
-5% -$2.07K 0.01% 101
2023
Q3 		$41.2K Buy
1,604
+13
+0.8% +$399 0.01% 120
2023
Q2 		$48.8K Buy
1,591
+46
+3% +$1.38K 0.01% 108
2023
Q1 		$45.3K Buy
1,545
+15
+1% +$431 0.01% 116
2022
Q4 		$41.1K Buy
1,530
+14
+0.9% +$388 0.01% 101
2022
Q3 		$37.8K Buy
1,516
+12
+0.8% +$369 0.01% 101
2022
Q2 		$49.3K Buy
+1,504
New +$55.2K 0.01% 107

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Financial Synergies Wealth Advisors's HPQ Position: Q2 2024 in Review

Financial Synergies Wealth Advisors sold out of HP (HPQ) in Q2 2024, closing a stake of 1,602 shares — an estimated $48.4K sold.

Financial Synergies Wealth Advisors first reported a position in HPQ in Q2 2022 and held it in 8 quarters. The position peaked at $49.3K in Q2 2022. 1,158 funds tracked by Wall St. Rank hold HPQ as of Q2 2024.

  • Financial Synergies Wealth Advisors reported no remaining HP position as of Q2 2024 after selling out during the quarter.
  • Financial Synergies Wealth Advisors sold 1,602 HP shares in Q2 2024, an estimated $48.4K.
  • Financial Synergies Wealth Advisors first reported a position in HP in Q2 2022 and held it in 8 quarters.
  • Financial Synergies Wealth Advisors's HP position peaked at $49.3K in Q2 2022.
  • 1,158 funds tracked by Wall St. Rank held HP as of Q2 2024.

Based on Financial Synergies Wealth Advisors's 13F filing for Q2 2024, filed 23 Jul 2024.