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Genesis Wealth Advisors’s HP HPQ Stock Holding History

Genesis 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
2015
Q2 		$22.1K Buy
1,623
+597
+58% +$8.87K 0.02% 279
2015
Q1 		$14.6K Hold
1,026
– – 0.01% 321
2014
Q4 		$16.2K Buy
+1,026
New +$17.2K 0.01% 335

Other funds holding HPQ

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Genesis Wealth Advisors's HPQ Position: Q2 2015 in Review

Genesis Wealth Advisors increased its HP (HPQ) stake by 58% in Q2 2015, buying an estimated $8.87K and bringing the position to 1,623 shares worth $22.1K. The position accounts for 0.02% of the portfolio, ranked #279.

Genesis Wealth Advisors first reported a position in HPQ in Q4 2014 and has held it in 3 quarters since. 941 funds tracked by Wall St. Rank hold HPQ as of Q2 2015.

  • Genesis Wealth Advisors held 1,623 shares of HP worth $22.1K as of Q2 2015.
  • Genesis Wealth Advisors bought 597 HP shares in Q2 2015, an estimated $8.87K.
  • HP made up 0.02% of Genesis Wealth Advisors's portfolio in Q2 2015, its #279 holding.
  • Genesis Wealth Advisors first reported a position in HP in Q4 2014 and has held it in 3 quarters since.
  • 941 funds tracked by Wall St. Rank held HP as of Q2 2015.

Based on Genesis Wealth Advisors's 13F filing for Q2 2015, filed 24 Aug 2015.