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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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 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