Halpern Financial’s HP HPQ Stock Holding History

Halpern Financial’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
2021 Q3	–	Sell	-16	Closed	-$460	–	271
2021 Q2	$483	Hold	16	–	–	﹤0.01%	235
2021 Q1	$508	Buy	+16	New	+$442	﹤0.01%	242

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Halpern Financial's HPQ Position: Q3 2021 in Review

Halpern Financial sold out of HP (HPQ) in Q3 2021, closing a stake of 16 shares — an estimated $460 sold.

Halpern Financial first reported a position in HPQ in Q1 2021 and held it in 2 quarters. The position peaked at $508 in Q1 2021. 969 funds tracked by Wall St. Rank hold HPQ as of Q3 2021.

Halpern Financial reported no remaining HP position as of Q3 2021 after selling out during the quarter.
Halpern Financial sold 16 HP shares in Q3 2021, an estimated $460.
Halpern Financial first reported a position in HP in Q1 2021 and held it in 2 quarters.
Halpern Financial's HP position peaked at $508 in Q1 2021.
969 funds tracked by Wall St. Rank held HP as of Q3 2021.

Based on Halpern Financial's 13F filing for Q3 2021, filed 21 Sep 2023.