LWM
HPQ icon

Liberty Wealth Management’s HP HPQ Stock Holding History

Liberty Wealth Management’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
2021
Q4 		– Sell
-3,273
Closed -$90K – 572
2021
Q3 		$90K Sell
3,273
-106
-3% -$3.04K 0.03% 309
2021
Q2 		$102K Sell
3,379
-88
-3% -$2.81K 0.04% 215
2021
Q1 		$84K Hold
3,467
– – 0.04% 202
2020
Q4 		$84K Buy
3,467
+52
+2% +$1.09K 0.04% 200
2020
Q3 		$65K Buy
3,415
+426
+14% +$7.77K 0.04% 198
2020
Q2 		$52K Buy
2,989
+124
+4% +$1.97K 0.04% 217
2020
Q1 		$50K Sell
2,865
-39
-1% -$789 0.04% 211
2019
Q4 		$62K Buy
2,904
+2,120
+270% +$40.2K 0.05% 216
2019
Q3 		$15K Sell
784
-5,145
-87% -$101K 0.01% 441
2019
Q2 		$123K Buy
5,929
+5,566
+1,533% +$110K 0.11% 147
2019
Q1 		$7K Sell
363
-253
-41% -$5.36K 0.01% 491
2018
Q4 		$12K Buy
+616
New +$14.4K 0.01% 398

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 $182B AUM 14.68% 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
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Liberty Wealth Management's HPQ Position: Q4 2021 in Review

Liberty Wealth Management sold out of HP (HPQ) in Q4 2021, closing a stake of 3,273 shares — an estimated $90K sold.

Liberty Wealth Management first reported a position in HPQ in Q4 2018 and held it in 12 quarters. The position peaked at $123K in Q2 2019. 1,125 funds tracked by Wall St. Rank hold HPQ as of Q4 2021.

  • Liberty Wealth Management reported no remaining HP position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 3,273 HP shares in Q4 2021, an estimated $90K.
  • Liberty Wealth Management first reported a position in HP in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's HP position peaked at $123K in Q2 2019.
  • 1,125 funds tracked by Wall St. Rank held HP as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.