Herold Advisors’s HP HPQ Stock Holding History

Herold 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
2022 Q2	–	Sell	-1,932	Closed	-$70.1K	–	391
2022 Q1	$70.1K	Buy	+1,932	New	+$71.3K	0.02%	326
2021 Q4	–	Sell	-1,932	Closed	-$52K	–	378
2021 Q3	$52K	Buy	+1,932	New	+$55.5K	0.02%	370

Other funds holding HPQ

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

NEAM

New England Asset Management Farmington, Connecticut $786M AUM 13.14% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Herold Advisors's HPQ Position: Q2 2022 in Review

Herold Advisors sold out of HP (HPQ) in Q2 2022, closing a stake of 1,932 shares — an estimated $70.1K sold.

Herold Advisors first reported a position in HPQ in Q3 2021 and held it in 2 quarters. The position peaked at $70.1K in Q1 2022. 1,090 funds tracked by Wall St. Rank hold HPQ as of Q2 2022.

Herold Advisors reported no remaining HP position as of Q2 2022 after selling out during the quarter.
Herold Advisors sold 1,932 HP shares in Q2 2022, an estimated $70.1K.
Herold Advisors first reported a position in HP in Q3 2021 and held it in 2 quarters.
Herold Advisors's HP position peaked at $70.1K in Q1 2022.
1,090 funds tracked by Wall St. Rank held HP as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.