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Laurel Wealth Advisors (California)’s HP HPQ Stock Holding History

Laurel Wealth Advisors (California)’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
Q3 		– Sell
-8,054
Closed -$264K – 641
2022
Q2 		$264K Sell
8,054
-3,478
-30% -$128K 0.03% 533
2022
Q1 		$418K Sell
11,532
-318
-3% -$11.7K 0.03% 469
2021
Q4 		$447K Buy
+11,850
New +$388K 0.03% 481
2019
Q4 		– Sell
-17,421
Closed -$329K – 467
2019
Q3 		$329K Buy
+17,421
New +$342K 0.06% 321

Other funds holding HPQ

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
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
Geode Capital Management
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
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Laurel Wealth Advisors (California)'s HPQ Position: Q3 2022 in Review

Laurel Wealth Advisors (California) sold out of HP (HPQ) in Q3 2022, closing a stake of 8,054 shares — an estimated $264K sold.

Laurel Wealth Advisors (California) first reported a position in HPQ in Q3 2019 and held it in 4 quarters. The position peaked at $447K in Q4 2021. 993 funds tracked by Wall St. Rank hold HPQ as of Q3 2022.

  • Laurel Wealth Advisors (California) reported no remaining HP position as of Q3 2022 after selling out during the quarter.
  • Laurel Wealth Advisors (California) sold 8,054 HP shares in Q3 2022, an estimated $264K.
  • Laurel Wealth Advisors (California) first reported a position in HP in Q3 2019 and held it in 4 quarters.
  • Laurel Wealth Advisors (California)'s HP position peaked at $447K in Q4 2021.
  • 993 funds tracked by Wall St. Rank held HP as of Q3 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q3 2022, filed 14 Nov 2022.