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Kays Financial Advisory’s HP HPQ Stock Holding History

Kays Financial Advisory’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
2019
Q4 		– Sell
-10,496
Closed -$199K – 105
2019
Q3 		$199K Buy
10,496
+41
+0.4% +$805 0.04% 108
2019
Q2 		$217K Buy
10,455
+42
+0.4% +$831 0.04% 104
2019
Q1 		$202K Buy
+10,413
New +$221K 0.04% 105
2018
Q1 		– Sell
-11,228
Closed -$235K – 76
2017
Q4 		$235K Sell
11,228
-4,501
-29% -$95.7K 0.07% 79
2017
Q3 		$314K Buy
+15,729
New +$299K 0.1% 62

Other funds holding HPQ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
IC
Icahn Carl Sunny Isles Beach, Florida $8.26B AUM 15.11% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Kays Financial Advisory's HPQ Position: Q4 2019 in Review

Kays Financial Advisory sold out of HP (HPQ) in Q4 2019, closing a stake of 10,496 shares — an estimated $199K sold.

Kays Financial Advisory first reported a position in HPQ in Q3 2017 and held it in 5 quarters. The position peaked at $314K in Q3 2017. 914 funds tracked by Wall St. Rank hold HPQ as of Q4 2019.

  • Kays Financial Advisory reported no remaining HP position as of Q4 2019 after selling out during the quarter.
  • Kays Financial Advisory sold 10,496 HP shares in Q4 2019, an estimated $199K.
  • Kays Financial Advisory first reported a position in HP in Q3 2017 and held it in 5 quarters.
  • Kays Financial Advisory's HP position peaked at $314K in Q3 2017.
  • 914 funds tracked by Wall St. Rank held HP as of Q4 2019.

Based on Kays Financial Advisory's 13F filing for Q4 2019, filed 27 Jan 2020.