KSWA
HPQ icon

Kathleen S. Wright Associates’s HP HPQ Stock Holding History

Kathleen S. Wright Associates’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
2024
Q2 		– Sell
-63
Closed -$1.9K – 236
2024
Q1 		$1.9K Buy
+63
New +$1.85K ﹤0.01% 213
2023
Q4 		– Sell
-200
Closed -$5.14K – 207
2023
Q3 		$5.14K Buy
+200
New +$6.14K ﹤0.01% 166

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pacer Advisors
Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Kathleen S. Wright Associates's HPQ Position: Q2 2024 in Review

Kathleen S. Wright Associates sold out of HP (HPQ) in Q2 2024, closing a stake of 63 shares — an estimated $1.9K sold.

Kathleen S. Wright Associates first reported a position in HPQ in Q3 2023 and held it in 2 quarters. The position peaked at $5.14K in Q3 2023. 1,158 funds tracked by Wall St. Rank hold HPQ as of Q2 2024.

  • Kathleen S. Wright Associates reported no remaining HP position as of Q2 2024 after selling out during the quarter.
  • Kathleen S. Wright Associates sold 63 HP shares in Q2 2024, an estimated $1.9K.
  • Kathleen S. Wright Associates first reported a position in HP in Q3 2023 and held it in 2 quarters.
  • Kathleen S. Wright Associates's HP position peaked at $5.14K in Q3 2023.
  • 1,158 funds tracked by Wall St. Rank held HP as of Q2 2024.

Based on Kathleen S. Wright Associates's 13F filing for Q2 2024, filed 18 Jul 2024.