HFP
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Holistic Financial Partners’s HP HPQ Stock Holding History

Holistic Financial Partners’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
2018
Q2 		– Sell
-968
Closed -$21K – 177
2018
Q1 		$21K Buy
968
+26
+3% +$587 0.02% 274
2017
Q4 		$20K Buy
+942
New +$20K 0.02% 279

Other funds holding HPQ

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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

Holistic Financial Partners's HPQ Position: Q2 2018 in Review

Holistic Financial Partners sold out of HP (HPQ) in Q2 2018, closing a stake of 968 shares — an estimated $21K sold.

Holistic Financial Partners first reported a position in HPQ in Q4 2017 and held it in 2 quarters. The position peaked at $21K in Q1 2018. 952 funds tracked by Wall St. Rank hold HPQ as of Q2 2018.

  • Holistic Financial Partners reported no remaining HP position as of Q2 2018 after selling out during the quarter.
  • Holistic Financial Partners sold 968 HP shares in Q2 2018, an estimated $21K.
  • Holistic Financial Partners first reported a position in HP in Q4 2017 and held it in 2 quarters.
  • Holistic Financial Partners's HP position peaked at $21K in Q1 2018.
  • 952 funds tracked by Wall St. Rank held HP as of Q2 2018.

Based on Holistic Financial Partners's 13F filing for Q2 2018, filed 14 Aug 2018.