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Freedom Wealth Alliance’s HP HPQ Stock Holding History

Freedom Wealth 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
-7,238
Closed -$243K – 58
2023
Q2 		$243K Sell
7,238
-217
-3% -$6.51K 0.34% 51
2023
Q1 		$219K Sell
7,455
-25
-0.3% -$718 0.33% 53
2022
Q4 		$201K Buy
+7,480
New +$207K 0.28% 52

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Freedom Wealth Alliance's HPQ Position: Q3 2023 in Review

Freedom Wealth Alliance sold out of HP (HPQ) in Q3 2023, closing a stake of 7,238 shares — an estimated $243K sold.

Freedom Wealth Alliance first reported a position in HPQ in Q4 2022 and held it in 3 quarters. The position peaked at $243K in Q2 2023. 1,007 funds tracked by Wall St. Rank hold HPQ as of Q3 2023.

  • Freedom Wealth Alliance reported no remaining HP position as of Q3 2023 after selling out during the quarter.
  • Freedom Wealth Alliance sold 7,238 HP shares in Q3 2023, an estimated $243K.
  • Freedom Wealth Alliance first reported a position in HP in Q4 2022 and held it in 3 quarters.
  • Freedom Wealth Alliance's HP position peaked at $243K in Q2 2023.
  • 1,007 funds tracked by Wall St. Rank held HP as of Q3 2023.

Based on Freedom Wealth Alliance's 13F filing for Q3 2023, filed 30 Oct 2023.