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IBEX Wealth Advisors’s HP HPQ Stock Holding History

IBEX Wealth 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
2025
Q1 		– Sell
-19,214
Closed -$627K – 162
2024
Q4 		$627K Sell
19,214
-17,282
-47% -$621K 0.07% 140
2024
Q3 		$5.91M Buy
+36,496
New +$1.29M 1.62% 21
2022
Q3 		– Sell
-141,139
Closed -$4.63M – 155
2022
Q2 		$4.63M Buy
141,139
+3,826
+3% +$140K 1.07% 35
2022
Q1 		$4.98M Buy
137,313
+17,012
+14% +$628K 0.95% 39
2021
Q4 		$4.53M Buy
+120,301
New +$3.93M 0.8% 45

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

IBEX Wealth Advisors's HPQ Position: Q1 2025 in Review

IBEX Wealth Advisors sold out of HP (HPQ) in Q1 2025, closing a stake of 19,214 shares — an estimated $627K sold.

IBEX Wealth Advisors first reported a position in HPQ in Q4 2021 and held it in 5 quarters. The position peaked at $5.91M in Q3 2024. 1,158 funds tracked by Wall St. Rank hold HPQ as of Q1 2025.

  • IBEX Wealth Advisors reported no remaining HP position as of Q1 2025 after selling out during the quarter.
  • IBEX Wealth Advisors sold 19,214 HP shares in Q1 2025, an estimated $627K.
  • IBEX Wealth Advisors first reported a position in HP in Q4 2021 and held it in 5 quarters.
  • IBEX Wealth Advisors's HP position peaked at $5.91M in Q3 2024.
  • 1,158 funds tracked by Wall St. Rank held HP as of Q1 2025.

Based on IBEX Wealth Advisors's 13F filing for Q1 2025, filed 15 Apr 2025.