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Heritage Wealth Management (Arizona)’s HP HPQ Stock Holding History

Heritage Wealth Management (Arizona)’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
2022
Q4 		$15.2K Buy
564
+371
+192% +$10.3K ﹤0.01% 721
2022
Q3 		$5K Buy
+193
New +$5.93K ﹤0.01% 759

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
NEAM
New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Heritage Wealth Management (Arizona)'s HPQ Position: Q4 2022 in Review

Heritage Wealth Management (Arizona) increased its HP (HPQ) stake by 192% in Q4 2022, buying an estimated $10.3K and bringing the position to 564 shares worth $15.2K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Heritage Wealth Management (Arizona) first reported a position in HPQ in Q3 2022 and has held it in 2 quarters since. 1,007 funds tracked by Wall St. Rank hold HPQ as of Q4 2022.

  • Heritage Wealth Management (Arizona) held 564 shares of HP worth $15.2K as of Q4 2022.
  • Heritage Wealth Management (Arizona) bought 371 HP shares in Q4 2022, an estimated $10.3K.
  • HP made up ﹤0.01% of Heritage Wealth Management (Arizona)'s portfolio in Q4 2022, its #721 holding.
  • Heritage Wealth Management (Arizona) first reported a position in HP in Q3 2022 and has held it in 2 quarters since.
  • 1,007 funds tracked by Wall St. Rank held HP as of Q4 2022.

Based on Heritage Wealth Management (Arizona)'s 13F filing for Q4 2022, filed 13 Feb 2023.