Lenox Wealth Advisors’s HP HPQ Stock Holding History

Lenox 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
2022 Q1	$26K	Sell	664 -38	-5%	-$1.4K	﹤0.01%	343
2021 Q4	$26K	Buy	702 +38	+6%	+$1.24K	﹤0.01%	352
2021 Q3	$18K	Hold	664	–	–	﹤0.01%	379
2021 Q2	$20K	Hold	664	–	–	﹤0.01%	362
2021 Q1	$21K	Hold	664	–	–	﹤0.01%	303
2020 Q4	$16K	Hold	664	–	–	﹤0.01%	348
2020 Q3	$13K	Buy	+664	New	+$12.1K	﹤0.01%	344
2019 Q4	–	Sell	-1,099	Closed	-$21K	–	764
2019 Q3	$21K	Buy	+1,099	New	+$21.6K	﹤0.01%	293
2018 Q3	–	Sell	-2,013	Closed	-$46K	–	459
2018 Q2	$46K	Buy	2,013 +1,611	+401%	+$35.9K	0.01%	146
2018 Q1	$9K	Buy	+402	New	+$9.08K	﹤0.01%	368
2017 Q2	–	Sell	-104	Closed	-$2K	–	110
2017 Q1	$2K	Buy	+104	New	+$1.68K	﹤0.01%	85
2016 Q2	–	Sell	-37	Closed	–	–	233
2016 Q1	$0	Sell	37 -225	-86%	-$2.41K	﹤0.01%	322
2015 Q4	$3K	Sell	262 -460	-64%	-$5.89K	﹤0.01%	277
2015 Q3	$8K	Buy	722 +145	+25%	+$1.88K	﹤0.01%	205
2015 Q2	$8K	Buy	577 +82	+17%	+$1.22K	﹤0.01%	164
2015 Q1	$7K	Hold	495	–	–	﹤0.01%	197
2014 Q4	$9K	Buy	+495	New	+$8.3K	﹤0.01%	175

Other funds holding HPQ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lenox Wealth Advisors's HPQ Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its HP (HPQ) stake by 5.4% in Q1 2022, selling an estimated $1.4K and leaving 664 shares worth $26K. The position accounts for ﹤0.01% of the portfolio, ranked #343.

Lenox Wealth Advisors first reported a position in HPQ in Q4 2014 and has held it in 17 quarters since. The position peaked at $46K in Q2 2018. 1,115 funds tracked by Wall St. Rank hold HPQ as of Q1 2022.

Lenox Wealth Advisors held 664 shares of HP worth $26K as of Q1 2022.
Lenox Wealth Advisors sold 38 HP shares in Q1 2022, an estimated $1.4K.
HP made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #343 holding.
Lenox Wealth Advisors first reported a position in HP in Q4 2014 and has held it in 17 quarters since.
Lenox Wealth Advisors's HP position peaked at $46K in Q2 2018.
1,115 funds tracked by Wall St. Rank held HP as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.