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Global Wealth Management Investment Advisory’s HP HPQ Stock Holding History

Global Wealth Management Investment Advisory’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
2020
Q3 		– Sell
-2,400
Closed -$42K – 518
2020
Q2 		$42K Hold
2,400
– – 0.02% 204
2020
Q1 		$42K Hold
2,400
– – 0.02% 181
2019
Q4 		$49K Hold
2,400
– – 0.02% 181
2019
Q3 		$45K Sell
2,400
-126
-5% -$2.48K 0.02% 171
2019
Q2 		$53K Buy
2,526
+126
+5% +$2.49K 0.03% 165
2019
Q1 		$47K Hold
2,400
– – 0.02% 213
2018
Q4 		$49K Buy
+2,400
New +$56K 0.03% 219

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
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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Global Wealth Management Investment Advisory's HPQ Position: Q3 2020 in Review

Global Wealth Management Investment Advisory sold out of HP (HPQ) in Q3 2020, closing a stake of 2,400 shares — an estimated $42K sold.

Global Wealth Management Investment Advisory first reported a position in HPQ in Q4 2018 and held it in 7 quarters. The position peaked at $53K in Q2 2019. 855 funds tracked by Wall St. Rank hold HPQ as of Q3 2020.

  • Global Wealth Management Investment Advisory reported no remaining HP position as of Q3 2020 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 2,400 HP shares in Q3 2020, an estimated $42K.
  • Global Wealth Management Investment Advisory first reported a position in HP in Q4 2018 and held it in 7 quarters.
  • Global Wealth Management Investment Advisory's HP position peaked at $53K in Q2 2019.
  • 855 funds tracked by Wall St. Rank held HP as of Q3 2020.

Based on Global Wealth Management Investment Advisory's 13F filing for Q3 2020, filed 16 Nov 2020.