Level Financial Advisors’s HP HPQ Stock Holding History

Level Financial 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
2024 Q1	–	Sell	-918	Closed	-$27.6K	–	149
2023 Q4	$27.6K	Hold	918	–	–	0.01%	143
2023 Q3	$23.6K	Hold	918	–	–	0.01%	143
2023 Q2	$28.2K	Hold	918	–	–	0.02%	135
2023 Q1	$26.9K	Hold	918	–	–	0.02%	119
2022 Q4	$25K	Hold	918	–	–	0.02%	117
2022 Q3	$23K	Hold	918	–	–	0.02%	127
2022 Q2	$30K	Hold	918	–	–	0.02%	130
2022 Q1	$33K	Hold	918	–	–	0.03%	109
2021 Q4	$35K	Buy	+918	New	+$30K	0.03%	112

Other funds holding HPQ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $39.3B AUM 27.96% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Level Financial Advisors's HPQ Position: Q1 2024 in Review

Level Financial Advisors sold out of HP (HPQ) in Q1 2024, closing a stake of 918 shares — an estimated $27.6K sold.

Level Financial Advisors first reported a position in HPQ in Q4 2021 and held it in 9 quarters. The position peaked at $35K in Q4 2021. 1,088 funds tracked by Wall St. Rank hold HPQ as of Q1 2024.

Level Financial Advisors reported no remaining HP position as of Q1 2024 after selling out during the quarter.
Level Financial Advisors sold 918 HP shares in Q1 2024, an estimated $27.6K.
Level Financial Advisors first reported a position in HP in Q4 2021 and held it in 9 quarters.
Level Financial Advisors's HP position peaked at $35K in Q4 2021.
1,088 funds tracked by Wall St. Rank held HP as of Q1 2024.

Based on Level Financial Advisors's 13F filing for Q1 2024, filed 19 Apr 2024.